Headlines to hedges: Positioning in 2026
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.
In this episode of Barclays Brief, Global Head of Macro Distribution Kristen Macleod joins host Patrick Coffey to unpack how investors are navigating a market defined by both optimism and caution. They break down key positioning themes from curve steepeners and real yields in rates to USD‑centric FX trades and selective exposure to commodities. They also examine the defensive side of the market, including long‑duration hedges such as gold.
Listen in to get the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.