The Barclays Wealth research team includes four groups of specialists focusing 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 regularly as part of our flagship Signpost suite:
Quarterly Investment Strategy gives you ‘big picture’ insight into the state of the markets, from top-level strategic views to bottom-up stock picks.
Monthly Update covers the past month in the markets, individual sectors, topics in the spotlight, and the performance of our model portfolios.
We also publish stand-alone Signpost reports focusing on equities and commodities.
Please see below the most recent example of each of our Signpost reports.
In the first of our stand-alone Signpost Equities publications, we analyse in detail the thinking behind our equity calls, and summarise the macro outlook and sector recommendations on which we base our stock analysis.
Barclays Wealth, 28 July 2008
We have carried out further analysis on the sector cause by extending our momentum based models to the sector level. As discussed in the recent quarterly edition of Signpost, high inflation is now one of the biggest issues facing markets.
In this edition of Signpost Equities, we look at the implications this will have for sectors and performance across the market. We also focus on the energy sector, asking why one of the major causes of inflation, the high oil price, has not improved the performance of the oil sector.
Download the full publication:
Signpost Equities August 2008: Surviving the storm [PDF, 950 KB]
You will need Adobe Reader or similar installed on your computer to view the file.
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