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"There is a chance that inflation declines more rapidly from here, but more importantly, that the economy benefits from a reallocation of resources back into areas with real production, buffering some of the shock from higher rates."
"As we look to next year and as the economy faces recessionary pressures, we expect consumer internet stocks to start turning the corner and for companies to better align revenue and cost structures. Innovation continues to thrive in the sector, and investors are likely to come back to that in ‘23."
"We believe cybersecurity spending is more resilient than other areas of IT spending. The two changes we saw in 2022 and expect to continue in 2023 are customers gravitating towards platforms vs. point products to reduce complexity; & higher growth for security solutions delivered through the cloud."
"The energy sector mantra of capital discipline and shareholder returns is ringing loud and clear. The end result is sustainable double-digit FCF yields and attractive payouts that underpin our positive view on the sector."
"Stagflationary environments have not been kind to credit, with returns being negative on average when the growth backdrop deteriorates."
"It is not just the war and extreme weather that have impacted food security. Other structural trends relating to demographics and logistics have also contributed to higher food prices in recent years."
Our impact
Institutional Investor, 2022
with 62 ranked teams
Institutional Investor, 2022
with 26 ranked teams
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Industry sector research fuelled by deep expertise
With senior analysts covering hundreds of stocks across the Americas and Europe, our Equity Research teams deliver event analysis, stock ideas and sector themes. By collaborating with Credit Research counterparts and Strategists, as well as Thematic, ESG and Data Science teams, they offer clients unique, cross-asset perspectives that challenge conventional wisdom about an industry or market.
Actionable company, sector and strategy insights
Our credit analysts leverage their deep industry knowledge to provide in-depth security analysis and trade ideas for hundreds of global investment grade and high yield issuers. For the top down view of the credit markets across products and geographies, our Credit and Securitised Products Strategists partner with our fundamental analysts and cross asset teams, including ESG and Data Science, to produce some of the most popular research series among clients.
Actionable analysis of developed and emerging economies
Get the global perspectives you need to understand the interconnected dynamics driving current and future growth opportunities. Our economists and strategists provide short-term daily commentary and long-term thematic views across all asset classes including FX, rates, and commodities.
Insights to help you navigate long-term, disruptive trends
Thematic trends ranging from demographic and social change to emerging technologies and evolving consumer behaviours are driving long-term structural shifts. To help you assess the effects and opportunities these shifts may present, our Sustainable & Thematic Research team provides a top-down multi-disciplinary, thematic offering coupled with a bottom-up analysis of disruptive trends across individual sectors, spanning both public and private companies.
Analysis of and insight into the ESG transition
Understanding the evolving ESG landscape is increasingly important to a range of investment strategies. Our domain expertise derives from understanding how regulatory, environmental and societal changes are affecting markets, industries and companies around the globe. Our fundamental, thematic and systematic analysts take ESG factors into account, helping you to make informed decisions in a transitioning world.
Finding new ways to leverage data in investing
Harness the power of big data with insights, analysis and tools from our Data & Investment Sciences teams. By infusing alternative data, machine learning and advanced empirical methods into the investment process, we help you better understand market and sector dynamics. If you’re looking to set up or maintain your own data science infrastructure, our expert support, along with the transparency and reproducibility of our code and methods, can help make it possible.
Insights into all aspects of the investment process
Our Quantitative Portfolio Strategy (QPS) team provides data-driven, in-depth studies and guidance across asset classes. The QPS team publishes studies, books and peer-reviewed articles in industry journals, and are renowned for authoring foundational metrics of modern portfolio strategy, and providing back-tested analytics, signals and scorecards. Clients leverage the team’s expertise in risk budgeting, investment style and diversification in their processes and models.
Financial solutions customised for your needs
Unique challenges demand unique solutions. Our Data & Investment Sciences and Quantitative Portfolio Strategy teams can partner with you to solve complex problems. We deploy bespoke services, models and other financial innovations to fit your needs.
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The Barclays Research Skill on Amazon Alexa
Power your perspective with The Flip Side podcast, featuring debates among our analysts on hot financial topics, and Weekly Insights from our Global Economics Research team anywhere you access Amazon Alexa. Say “Alexa, open Barclays Research” to get started.
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Gain access to experts through our extensive schedule of exclusive events, ranging from multi-day conferences to intimate virtual gatherings. Whether you hear from our in-house analysts, external specialists or corporate leaders, you’ll come away with new views to inform your next move.