The Flip Side

Research analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastructure plan.

Research analysts Jeff Meli and Ajay Rajadhyaksha debate which financial assets are becoming bubbles that investors should be wary of now.

Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.

As 2020 comes to a close, Barclays Research analysts Jeff Meli and Christian Keller debate about the prospects for short- and long-term economic growth post-COVID.

In the latest episode of The Flip Side, Head of Research, Jeff Meli, and Head of Macro Research, Ajay Rajadhyaksha, discuss whether factors such as the distribution of the recovery to date, the appetite for increasing national debt and the looming possibility of a vaccine warrant further fiscal stimulus to bolster economic recovery in the US.

Head of Research Jeff Meli and MIT Finance Professor Deborah Lucas debate whether the government-sponsored enterprises Fannie Mae and Freddie Mac are necessary for a smoothly functioning US mortgage market.

The pandemic has highlighted numerous risks to living and working in megacities around the world and now calls into question whether the long-term trend toward urbanization will be reversed. Should this trend come to fruition, there could be profound effects not just on corporate real estate, but on residential too, as the relationship between workers and their office locations is reconsidered.

Jeff Meli and Zoso Davies debate whether the lack of uniformity in ESG scoring is limiting the impact that investors intend to have in transforming companies’ operations to be more sustainable and improving societal outcomes.

Barclays Global Head of Research Jeff Meli and Global Head of Economics Research Christian Keller debate the longer term, lasting effects of the pandemic on the global economy - from de-globalisation, to mobility and agglomeration and the rising dominance of market power in some industries. For more insights: barclays.com/ib

Special guest economist Professor Robert Shiller joins Barclays Head of Research Jeff Meli to debate whether equity markets are overvalued and what role long-term investing should play during a crisis. For more insights: barclays.com/ib

Barclays Head of Research Jeff Meli and Head of FX & EM Macro Strategy Marvin Barth debate whether to expect inflation or deflation in the recovery period after lockdowns are lifted. For more insights from our experts: barclays.com/ib

Barclays Head of Research Jeff Meli and Head of Economics Research Christian Keller debate between about how long it may take for government interventions to be effective in restarting the global economic engine.

Barclays Research analysts Jeff Meli and Brad Rogoff debate about whether the credit rally will last and how effective the US government's support facilities will be. For more insights from our experts: barclays.com/ib.

Barclays Head of Research Jeff Meli and Chief US Economist Michael Gapen discuss the most important provisions of the CARES Act and debate whether the plan will provide enough near-term stimulus to individuals, small businesses and large corporations to save the US economy. For more insights from our experts: barclays.com/ib

Barclays Research analysts Jeff Meli and Brad Rogoff debate whether recent stresses in short-dated credit markets, in conjunction with severe downgrades of companies from investment grade to high yield, could cause credit markets to crack? For more insights from our experts: https://barclays.com/ib