Weight loss drugs: Scaling up
Weight loss drugs have pushed the obesity therapeutics market to an inflection point, reshaping not only patient behaviour, healthcare spending and investor expectations, but also potentially the glob...
3 Mars 14min
Software: In the AI storm
Software equities sit in the eye of the AI storm, caught at a decisive inflection point as AI reshapes the sector and investors grapple with one of the sharpest valuation resets in years. In Episode ...
24 Feb 11min
European Industrials: Recovery or decline?
European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone, European Industrials Research Analyst, joins Patr...
17 Feb 9min
Japan decides, global markets move
Japan’s decisive election result is recalibrating market expectations, bringing FX, rates and fiscal policy signals into sharper focus. The LDP’s clear mandate will likely feed through to household de...
10 Feb 11min
Metals & mining: Meltdown or opportunity?
Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh debate over whether a new supercycle is emerging. Amos ...
3 Feb 10min
Forces shaping markets in 2026
Most episodes of The Barclays Brief focus on a single market theme, but this week we have a special episode for you. Adeel Khan, our Global Head of Markets, joined hosts Ronnie Wexler and Patrick Coff...
28 Jan 13min
Rise of the humanoid robots
Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to expand to ~$40bn by 2035 in the base case*, with up...
20 Jan 12min
Headlines to hedges: Positioning in 2026
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.In this episode of Barclays Brief, Global Head of Macro Distribution ...
13 Jan 11min
