Name: Series 2 Ep2: Diversify and thrive: How to master asset allocation for financial success by Barclays Money Plan
Duration: 9 min 57 s
Description: In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Jenny Souter, Investments Team, discuss the intricate art of asset allocation in building a resilient investment portfolio. Discover why spreading your investments across different asset classes is not just a strategy but a key to financial success.

In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Jenny Souter, Investments Team, discuss the intricate art of asset allocation in building a resilient investment portfolio. Discover why spreading your investments across different asset classes is not just a strategy but a key to financial success.

Series 2 Ep2: Diversify and thrive: How to master asset allocation for financial success

With the first three months of 2024 behind us, Will Hobbs reflects on the Q1 drivers and detractors for global investors. Sophie Barrington also asks him about the outlook for Q2 as major elections loom and geopolitics continue to catch the eye.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

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/

#264 End of term report

With stubbornly high US inflation jolting markets, Will Hobbs and Miles Sherry use this week’s podcast to discuss curveballs and risks for investors in 2024. From elections to conflict, the path ahead may be unpredictable but to what extent might investors need to change tack?

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

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/

#265 Stings in the tail

In addition to discussing recent global markets news, Sophie Barrington and Francis Addai take a closer look at the UK. With inflation falling, and having emerged from a short recession, are things finally looking up?

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

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/

#266 Has the UK turned a corner?

Some of the biggest household names – from Tesla to Meta – have given us a snapshot of their finances. Seen as a bellwether for the US economy, and even the global economy, what can investors glean from the latest US earnings season? Will Hobbs and Sophie Barrington crunch the numbers.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

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/

#267 All eyes on corporate America

Will Hobbs is joined by special guest Ken Stuzin from the investment firm Brown Advisory. They discuss investment conditions and strategies today, and explain how funds like Ken’s adapt to shifts in the market and asset class trends.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

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/

#268 In conversation with Ken Stuzin

This week’s podcast features another special guest, as Will Hobbs is joined by one of the Founding Partners of Findlay Park. Tune in as they discuss today’s investment climate, and the mechanics involved in being a long-term, diversified investor.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.ib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html?cid=chartable_site_Q1'24GlobalOutlook/

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/

#269 In conversation with Anthony Kingsley

As US stocks soar to new highs, how much longer could the stellar performance last? And does a cooling US economy reignite inflation fears? Find out as Will Hobbs and Sarah Barrington reflect on price pressures and key signals in the world’s most important economy.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.ib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html?cid=chartable_site_Q1'24GlobalOutlook/

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/

#270 Is the US nearing an Icarus moment?

July suddenly got a lot busier in the UK, but could the Bank of England also elect a new path that month? This week, Francis Addai and Sophie Barrington ponder the timing of UK interest rate cuts. And they ask if Japan’s equity market hype is overblown.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

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/

#271 A summer of choices

Tune in as Will Hobbs and Sophie Barrington reflect on the first six months of the year, and question whether major elections coming down the line should have any impact at all on investor decision-making.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

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/

#272 The half-way line

There’s a special guest in the studio this week, as Will Hobbs and Sophie Barrington welcome Andy Rothman from Matthews Asia. Among other things, their focus is on China and they explore domestic trends and global influence. Does the investment case stack up?

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

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/

#273 The second most important economy…

Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way.
Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever barriers stand in their way.

Series 2 Ep2: Diversify and thrive: How to master asset allocation for financial success

Barclays Money Plan

Related tracks