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.
The financial landscape has undergone a radical transformation, and we need to recognise that we are not going back to the pre-credit crunch world in any shape or form. It is therefore important to look beyond the immediate crisis and its aftermath, and think hard about the right way to run money. So in this month’s Signpost, we augment discussion of the current crisis with a new section on Investment Strategies, focused around our Investment Philosophy. We also separate out our short-, medium- and long-term fundamental asset allocation calls.
Barclays Wealth, 06 October 2008
Over the past month, the financial landscape has undergone a radical transformation. On any measure, the political and economic landscape has changed dramatically. Investors must recognise that we cannot go back to the pre-credit crunch world in any shape or form. In this month’s Signpost, we discuss the implications of the recent crisis. We also rethink how the world might look ten years from now.
In the shorter term, policymakers cannot make any more mistakes: the clock is ticking, and it is one minute to midnight. Market conditions will remain tough, and the new world post-crisis will be much more regulation-heavy and financial sector-light, with lower potential growth rates in the developed economies – and lower volatility. We discuss the outlook for equities, fixed income, real estate and foreign exchange, on horizons from the next three months to the longer term.
This month’s Signpost also introduces our new Alternatives publication, Guiding Lights, with a special focus on the outlook for hedge funds and private equity. For hedge funds, we expect the short-selling ban to be temporary, and favour convertibles traders, plus long/short and distressed funds. In the private equity markets, the key issue for 2009 is tighter credit. Private equity must return to fundamentals: organic growth opportunities and better management
Signpost Quarterly Update October 2008: One minute to midnight [PDF, 1.63 MB]
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