The quality of the financial information you access can significantly affect your investment decisions. We have a team dedicated to keeping you up-to-date with research ranging from quarterly, long-term outlook forecasts to detailed market updates each week. Our insightful analysis is designed to give you an advantage when deciding priorities for your investment portfolio.
The Barclays Wealth research team includes four groups of specialists focussing on macroeconomics, equity, fixed income and asset allocation. We keep you informed about global macroeconomic analysis and forecasts; government bonds and corporate credit; top-down economic strategy; bottom-up stock picking and sector analysis; foreign exchange research and forecasts; property, commodities and hedge funds.
We publish research annually, quarterly, monthly and weekly as part of our Signpost suite of publications. Our Quarterly Investment Review gives you ‘big picture’ insight into the state of the markets, from top-level strategic views to bottom-up stock picks. Our Monthly Update covers the past month in the markets, individual sectors, topics in the spotlight, and the performance of our model portfolios. And every week, we analyse the latest market developments, breaking news and the outlook for the week ahead. Please see below our most recent reports.
A month ago, we looked for the recovery in riskier asset classes to start ‘gathering steam’. All went well for three weeks or so. But then higher oil prices cast a shadow over markets. This month, we ask ourselves if we need to change our asset allocation recommendations accordingly.
Barclays Wealth, 12 June 2008
A month ago, we decided to increase our equities overweight and go neutral on corporate credit. For the first three weeks of May all went well, with most major equity markets recovering strongly, while bonds sold off.
Over the final ten days of the month, however, there was a sharp reversal. By the end of May, most of the major equity markets were more or less back where they started it, and ten-year bond yields were a quarter to a third of a percentage point higher.
The culprit is fairly obvious. The big mover in market terms stands out like a sore thumb: the price of a barrel of crude oil rose from $106/bbl at the start of May to just shy of $130/bbl at the end of the month. The price of oil has doubled over the past year.
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