Barclays Equity Research online
When you open a Barclays Stockbrokers account you will have access to a host of information and research including bespoke Barclays Wealth research from in-house analysts and experts.
As well as general market data which you can access from many sources you will have access to Barclays Wealth analysts views on companies and the market.
Market News and Views
Our in-house experts provide daily, monthly and yearly research and views both retrospectively on past events and looking forward. For example our flagship publication – Signpost – is published monthly providing both a retrospective view on the market and a look ahead at key indicators, sectors and stocks.
Stock Coverage – Barclays View
Each week, Barclays Wealth screen over 500 individual stocks using a
combination of fundamental analysis and industry knowledge to create
recommendations.
We then take the companies that are most and least attractive on this model, and combine our quantitative findings with fundamental analysis, industry knowledge and strategic views to create active recommendations.
Barclays Wealth generally have around 80 active recommendations and provide coverage on them all in addition to all the companies in the FTSE 100.
The analysis provided in the Barclays Wealth
Equity Notes includes;
- Two-year profit and revenue forecasts.
- Investment conclusion.
- Commentary on capital returns and balance sheet strength.
- Valuation.
- Investment risks.
- Our overall grade for the stock relative to its sector, the sector relative to the market, and the stock relative to the market.
Stock Notes with active recommendations are updated on a quarterly basis and include any significant news events.
Understanding our grading structure
Barclays Wealth use a sensitive grading system which takes account of;
- The stock in relation to its sector;
- Its sector in relation to the market;
- The stock compared to the market as a whole.
The recommendations are:
- Buy
- Accumulate (add to holdings within appropriate market weightings)
- Neutral (stock expected to perform in line with its sector)
- Source of Funds (may be retained or could be used to raise cash where required)
- Sell
We currently have over 100 stocks which we
actively monitor and when our view on these changes to one of the recommendations
listed above, we will publish this on our site.
