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.
Welcome to the first of our stand-alone Signpost Commodities publications. In this edition, Paul Singer, our resources equity and commodity analyst, first steps back and considers commodities as an asset class, then reviews recent price developments and gives our views on the likely outlook for each of the various sub-sectors – energy, metals, gold and agricultural and the specific commodities therein – within the commodity asset class.
Barclays Wealth, 15 April 2008
Much of this material is based on the research carried out by our colleagues at Barclays Capital’s Commodity Research department and especially their ‘Commodity Refiner’ publications – the authoritative document on the outlook for commodities.
Rather than merely reproduce this document for Barclays Wealth clients, we have ‘nudged’ their forecasts to reflect the fact that our global demand forecasts are for slightly weaker rates of expansion than Barclays Capital expects. Furthermore, we have also incorporated opinions gleaned from selected industrial and equity corporate sources. Nonetheless, relative to consensus expectations, nearly all of the Barclays Wealth and Barclays Capital views align – implying real opportunities for investors if we are right in our prognostications.
Download the full publication:
Signpost Commodities April 2008: Reaping the rewards [PDF, 640 KB]
You will need Adobe Reader or similar installed on your computer to view the file.
Home
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding.
*Subject to system’s availability
