Barclays Brief

Barclays Investment Bank•www.ib.barclays

In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise. Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond. Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business. Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today. Stay sharp. Stay briefed. Published by Barclays Investment Bank: https://www.ib.barclays/ Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html

Last refreshed: June 16th, 2026 at 9:06 PM ⓘ

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Episodes

The rise of the consumer health economy

Consumer health is undergoing a structural shift, moving beyond traditional treatment and becoming embedded in everyday spending. Where consumers were once focused on curing illness, they are increasingly aiming for prevention, with demand extending across categories from supplements and sports nutrition to oral health and functional foods. In this episode of the Barclays Brief, Patrick Coffey is joined by Warren Ackerman, Head of European Consumer Staples Research, to explore how this shift i...

Jun 16, 2026•11 min•Ep. 36

US equities: short-term pain, long-term gain?

US equities have delivered strong gains year-to-date, despite a challenging macro backdrop, but that momentum is beginning to look less secure. While fundamentals remain supportive, the near‑term setup is becoming more stretched. In this episode of Barclays Brief, Patrick Coffey is joined by Alex Altman, Head of Equity Tactical Strategies in our Markets division, to break down his shift to a short-term tactically cautious view. They discuss how the balance of risks has begun to shift, with ele...

Jun 09, 2026•12 min•Ep. 35

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