Barclays produces a range of research publications - from regular updates on evolving trends in financial markets and our recommended investment strategies, to more in-depth analyses covering (for example) the psychology and demographics of investors.
Our Approach
Our research and strategy team has one clear mandate - to deliver first class investment advice to Barclays clients.
Our analysts, working closely with colleagues in our Investment Banking division, establish a central set of forecasts for the global economy, policymakers' actions and the likely outlook for financial markets. These form a key input to the Barclays Investment Committee's recommendations on tactical asset allocation; these portfolio views are fleshed out into actionable notional portfolios that in some cases drive down to individual securities (again, working closely with our Investment Banking division). Our strategists also generate narrower, stand-alone Investment Ideas.
Our behavioural finance research incorporates insights from psychology to understand why investors make the financial decisions they do, the traps they can fall into, and how these individual decisions can combine to drive markets. For more information: http://www.investmentphilosophy.net/
Our Publications
Compass provides our current views on the key issues affecting investors. Our strategists from across the globe analyse the key factors driving the investing markets, discuss our outlook on major developments and asset classes, and provide our current thinking on Strategic and Tactical Asset Allocations. Published each month, Compass will also include research into areas of specific interest, such as how behavioural finance helps us understand investor decision-making, or the strategic role of alternative trading strategies in an overall portfolio. Updates are also available through a range of other regular publications, including 'In Focus', published weekly.
The Insights reports, developed in partnership with external consultants and industry experts, provide a comprehensive picture of what it means to be wealthy in the 21st century. Through global research with high net worth individuals and leading wealth experts, each report provides analysis of the trends that shape the behaviours of this influential group, and of society at large.
We also publish individual white papers that explore current issues and trends in wealth around the world.
Our investment specialists also offer their insights through regular conference calls and other events for clients.
