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.
There are new investors in town and in the midst of the financial maelstrom caused by the credit crunch they appear to be thinking and behaving like their institutional counterparts. The numbers of online investors diversifying their investments away from equities has increased over the last twelve months. Whilst some have become more cautious and reluctant to trade, a significant proportion are also trading more regularly in order to take advantage of opportunities as high-quality securities have been sold indiscriminately which now potentially offer great value.
Barclays Wealth, 03 November 2008
Just a few years ago individual investors could only dream about having the same resources available to them as professional traders working for financial institutions. However, the landscape has quickly transformed and technology, products and services have developed at such pace that private investors are fast catching up with the professionals.
‘Instividual’ is a term that has been used for a number of years in the US to describe this growing trend, particularly in the family office space where individuals have sufficient financial resources to merit the same institutional level of service as endowment and pension funds.
With institutional mandates in the region of £50 million and four or five required to gain appropriate diversification, an ‘instividual’ would require some £200-£250 million in investable assets. However, new developments in technology and broker offerings are bringing about a democratisation of the services which were once only available to financial institutions.
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