Research and Market Intelligence
Our equity research team provides unparalleled company and industry analysis and insight to help clients create valuation perspectives and make informed investment decisions. The collaborative organizational structure allows for multi-sector reports and the ability to express ideas across asset classes and product types.
Our fundamental research teams cover all relevant market sectors for insightful company and industry valuation perspectives to inform investment decisions. Our macro strategists analyze and develop views on macro investment themes and market trends across all aspects of equity investments.
Fundamental Research
Our fundamental equity research combines market-leading expertise with strategic analysis to produce a broad range of industry-leading research products and intellectual capital. This research maintains unparalleled breadth of coverage and depth of industry expertise which leads to differentiated, thought-provoking and actionable recommendations, across:
- Basic Industries
- Consumer and Services
- Financial Services
- Healthcare
- Industrials
- Internet, Media and Telecom
- Technology
- Energy, Power and Utilities
Global Macro Research
Diverse, global views on economics and strategy are essential for well-informed business strategies. Our Macro Economists publish reports that analyze the main developments in macroeconomic data and central bank policies, produce globally consistent economic and financial forecasts, and analyze broad macroeconomic trends. The Macro Strategy team provides reports on aspects of equity investments including global asset allocation as well as regional and sector recommendations.
Quantitative Equity Research
Equity-Linked Strategies
Our Equity-Linked Strategies team generates investment ideas covering convertibles, derivatives, event-driven and cross-asset strategies using fundamental, capital structure and relative value frameworks across the US equity and credit markets. This team is a rare combination of top academics with practical trading experience that have deep expertise in quantitative/statistical volatility analysis and cross-market investment ideas and frameworks. We have market-leading capabilities in portfolio optimization and hedging, tactically bridging fundamental ideas with trading functions.
Quantitative Equity Strategies
Barclays Capital has developed a distinctive set of quantitative research products that add unique value and perspective in investment decisions. The Quantitative Equity Strategies team has created a unique multi-factor model Return Optimized Quantitative Strategies – ROQSSM which seeks to predict how stocks will move across the Russell 1000. The data is comprehensive, legacy free, and also free of forward look-ahead bias.
Market Intelligence
POINT® Risk Modeling
POINT® is a multi-currency, multi-asset platform with a wide array of advanced portfolio analytics tools including the Global Risk Model and optimizer, Hybrid Performance Attribution, scenario analysis, and market exposure reporting. Security coverage includes fixed income and equities. Derivatives coverage includes futures, options on futures, interest-rate swaps, swaptions, CMOs, CDS, and CDX. From basic reporting functionality to advanced analytical models, POINT helps portfolio managers understand portfolio performance and risk with advanced mortgage valuation models.
Quantitative Portfolio & Trading Analytics
Our Quantitative Analytics team conducts in-depth market microstructure research on the markets, from liquidity analysis to market impact cost and risk modeling. Our team consults with clients to deliver quantitative investment strategies and algorithms for trading strategies. They also build models and assemble customized hedging, tracking and investment portfolios.
Global Market Structure
Our Global Market Structure team provides analysis and market intelligence on trends in equity trading, exchange developments, and regulatory developments that affect the financial industry. Market Structure Guides are published reports with overviews of regulatory framework, structure of commission arrangements and other topics of interest such as dark pools. US market structure/regulatory updates are posted on the site and distributed to clients.
