Jeff Kowal discusses the performance of the stock market last year, explains the net unrealized appreciation of company stock, and is joined by Marie McFarland to examine the effects of rising costs on retirees.

The Retirement Clinic-1-7-23 – Everything Costs More

John White discusses banks in the current economic environment, explains which types of accounts should be included in a trust, and is joined by Jeff Kowal to examine a potential increase in the Social Security retirement age and the impact of inflation on retirement.

The Retirement Clinic-3-25-23 – The Banking Environment

Jean-Paul Jaegers (Head of Asset Allocation) talks with Iain Stealey (CIO for Global Fixed Income at J.P. Morgan Asset Management), unpacking some insights into the world of investing as a fixed income team and how high inflation and interest rates create investment opportunities. They also explore what to look out for on the horizon.

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/

And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

#226: JP Morgan- Has the world of interest rates become more interesting for fixed income investors?

Amid ongoing turbulence in financial markets, Will Hobbs and Luke Pearce discuss all the latest developments following last week’s US tariff announcements.

To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/

And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

#316 US trade shock

This week, Riad Chowdhury, head of Asia-Pacific, and Dan Burke, global head of emerging markets at MarketAxess, join to discuss block trading in fixed income. Plus Reb discusses her recent article about Cusip and updates on the class action lawsuit moving through the courts.

00:00 Reb and Tony discuss recent reporting around Cusip and updates on the class action lawsuit
12:30 Riad Chowdhury, head of Asia-Pacific, and Dan Burke, global head of emerging markets at MarketAxess, join the podcast
14:40 Block trading in fixed income vs. equities
20:20 Drivers for larger-sized trades
23:00 MarketAxess’s Targeted RFQ
31:00 Challenges for dealers
33:00 Learnings from the equities world
39:00 Trends in bid/ask spreads for EM hard-currency debt
44:20 AI model for Targeted RFQ

Episode 323: MarketAxess’s Chowdhury and Burke (plus some Cusip updates)

Wei-Shen Wong and Anthony Malakian discuss the hottest financial technology topics in the capital markets every week.

Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets.

Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #fixed income