Barclays Investment Bank

We were honoured to host female leaders across industries and Dr. Catherine Mann, External Member of the Monetary Policy Committee for the Bank of England for our annual Senior Female Leaders Event. Our Investment Banking and Global Markets clients joined senior women leaders at Barclays and allies like Head of Investment Bank Management Stephen Dainton to hear directly from Dr. Mann about her economic outlook for the UK and monetary policy. The discussion covered the increasing divergence in monetary policy coming from major central banks and structural factors within the UK economy that could impact future growth and inflation. The evening closed with drinks and networking in the beautiful Raphael Gallery of the Victoria and Albert Museum.

Nature-based solutions may play a significant role in reaching 2030 climate mitigation targets. But could they deliver financial returns too? Our #Sustainable Banking Group has been exploring this question. Link in comment 👇

📢 Applications for our MBA program are now open! 📢 Our MBA program is designed to build future leaders who help power growth and innovation for some of the largest businesses and institutions across the globe. Work with our experts and senior-level clients on projects that have the potential to redefine what’s possible for companies, industries and economies. Ready to join a global company, get mentored by leaders and become one yourself? Apply today and join a team that’s constantly helping clients turn business possibilities into business realities 🤝🌍 https://lnkd.in/e9Vrxyr4 #PoweringCareers #PoweringOpportunity #PoweringPossible

Barclays Research sees all 👀 on US growth as the main driver for the global economy. Even with the potential for a highly contested election that could have significant global economic implications, the US remains at the centre of global attention when it comes to #politics, #trade and #economics. And this prominence shows no signs of diminishing. Find out more with our Q4 24 Outlook: http://ms.spr.ly/6044mWaHI

INVESTOR UPDATE: Group CEO CS Venkatakrishnan and Global Co-Heads of Investment Banking Cathal Deasy and Taylor Wright shared an update on the progress made within Investment Banking since our three-year plan was announced on 20 February. Watch the replay: https://lnkd.in/ehqebrFn

📢 Hot off the press: Our Q3 Review of Shareholder Activism has been released to clients today. Here’s what Jim Rossman and the Investment Banking Shareholder Advisory team found in the data.👇 ✊ Activism continues at an elevated pace with 184 campaigns launched so far this year. 🆕 New activists continue to join the fray – with 22% of YTD campaigns launched by first-timers. 📈 Activists have pivoted from board change and M&A to more strategy and operations demands –which now account for 23% of campaigns YTD, compared to a 18% three-year average. 💼 CEO turnover at targeted companies has nearly doubled, with 20% of CEOs resigning within a year of activist campaigning. ⬇️ Activist board seat wins are tracking below average this year, complicating narratives about the #UPC.

Global economic forces to 👀 for the week of 30 September, according to our Research team. 👇 ◾ After the Fed's 50 bp rate cut, China surprised last week by signalling large demand stimulus. Meanwhile, weak European data point to accelerated #ECB rate cuts, and Japan's new PM is expected to continue #BoJ policy normalisation. ◾ Recent US #data underscored the resilience of the consumer-driven expansion, with historical revisions suggesting that household income has provided a much more significant tailwind. ◾ After revising their growth and inflation forecasts lower, our analysts now expect the European Central Bank to cut rates by 25 basis points in October, with consecutive 25 bp cuts until June 2025, targeting a terminal deposit rate of 2.0%. ◾ September UK #PMIs showed further signs of decelerating #GDP growth in the third quarter alongside weak employment and easing price growth. ◾ As China pledges more stimulus, our analysts see potential positive spillover benefits to the rest of EM Asia.

The profile of Europe’s trading partners is shifting. The growing emphasis on emerging markets and local currencies creates new FX and payment challenges for corporate treasurers. Ahead of this year’s #EuroFinance conference, our treasury experts look at the future of FX risk management: http://ms.spr.ly/6046mmpw2

AI’s hunger for power is set to outpace the US grid’s capacity to feed it. What impact could this growing energy appetite have on investment and corporate sustainability strategies? Our Research analysts explore the implications. Learn more in our 🔗 in comment.

We’re pleased to announce that Brad Rogoff is appointed Global Head of Research for Barclays. Brad’s deep knowledge of markets and sectors, along with his proven track record of delivering excellent solutions for clients makes him the right choice to take our Research strategy forward. Under his leadership, Barclays Research will continue its drive to deliver innovative and differentiated content for clients as they navigate today’s ever-changing environment. Read the press release: http://ms.spr.ly/6047mYNP3