Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself into the financial system – linking banks, insurers, non-bank financial institutions and business development companies. These connections create new funding channels and opportunities but also introduce potential hidden systemic risks. We break down what these linkages mean for stability, transparency and the future of credit markets.

Tune in to get the brief on why today’s narratives around private credit and comparisons to 2008 deserve a closer look.

Listeners can read more on this topic:

Key Trends in Credit Markets for 2025

Do the risks of NBFI lending outweigh the opportunities?

Five forces reshaping fixed income markets

Clients can read more on Barclays Live:

Private Credit Hub

Taking Fundamental Cues Amid Uncertainty

Important Research disclosures

Important non-Research disclosures

Trump-Xi trade talks are expected this week, amidst the recent publication of China’s 15th Five-Year Plan. To get the insights on these headlines and narratives, Kaan Singh from Barclays Equity Tactical Strategies joins Patrick Coffey to discuss China’s evolving economic and tech landscape. Kaan explains how China is building a self-sustaining tech ecosystem, driven by its AI+ industrial policy and rapid advances in physical AI - especially humanoid robotics. Recorded ahead of our 19th annual Barclays Asia Forum in Singapore, the conversation also highlights China’s centralised model for efficient AI diffusion and explores innovation across both hardware and software layers, setting it apart from the AI pathways being explored by Western economies.

Tune in to get the insight on China’s playbook for exporting their AI innovations to the West, and where the next DeepSeek story could emerge.

Listeners can read more on this topic:

Is the AI investment cycle a sign of history repeating?

Talent and trade: The new battlegrounds in AI

AI revolution: Meeting massive AI infrastructure demands

Important Research disclosures

Important non-Research disclosures

With the UK’s Autumn Budget fast approaching, UK Chief Economist Jack Meaning joins Ronnie Wexler on the Barclays Brief to discuss what’s really driving the UK economic outlook. They discuss Jack's latest report published in partnership with The Institute of Fiscal Studies. They explore the short- and medium-term prospects for growth, examine why inflation remains persistent, consider where AI fits into the UK’s plans for prosperity, and assess how tax and spend policy decisions could shape the path to recovery. The episode also examines what recent moves in the gilt market reveal about investor confidence and the political challenges facing the Chancellor this autumn.

Tune in for sharp insights on the UK economy at an important crossroads.

Listeners can read more on this topic:

UK Autumn Budget: A test of credibility

A delicate balancing act for the UK economy

For deeper insight, clients can access related Barclays Research on Barclays Live:

Navigating narrow paths

"If you find yourself in a hole, stop digging"

Important non-Research content disclosures

Important Research content disclosures