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 organisational 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 analyse and develop views on macro investment themes and market trends across all aspects of equity investments.

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 optimisation 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 Optimised 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. The team engages in significant ongoing research of quantitative drivers of stock returns, adding coverage beyond Russell 1000 to include Russell 2000 and Europe.

POINT® Risk Modelling
POINT® is a multi-currency, multi-asset platform with a wide array of advanced portfolio analytics tools including the global risk model and optimiser, 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 and Trading Analytics
Our Quantitative Analytics team conducts in-depth market microstructure research on the markets, from liquidity analysis to market impact cost and risk modelling. Our team consults with clients to deliver quantitative investment strategies and algorithms for trading strategies. They also build models and assemble customised hedging, tracking and investment portfolios.

Desk-Based Analytics
Our desk-based analysts produce non-published analysis that combines fundamental company analysis with market sentiment. Working along side traders and sales professionals, the desk-based analysts provide clients with unique sector and trading insight. Barclays Capital has a distinct market intelligence model that provides actionable topical market views to traders, portfolios managers and analysts. Our experienced analysts have sector expertise, a strong fundamental background and provide creative ways to monetise market opportunities.

Institutional Corporate Marketing
Institutional Corporate Marketing (ICM) consists of Barclays Capital’s dedicated team of sector specialists who use market intelligence to advise corporates on their interactions with the investment community. The ICM model actively leverages our Equity Capital Markets' platform and other internal constituencies to meet client needs. Through ICM, Barclays Capital offers corporates and institutional investors a direct focal point for market intelligence and strategic advisory.

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.

Trade Insight and Execution
Barclays Capital sales and trading teams are integrated to provide clients with distinctive trading insight, full-service trade execution and customised solutions across all products. Our market leadership in risk transfer provides clients with minimised risk, improved pricing and lower transaction costs.

Greenwich Associates recognised our leadership in the United States for 2008 with the following awards:

• #1 in Penetration in Overall Equity Trading
• #1 in Overall U.S. Equity Trading Quality
• #1 in Overall Portfolio Trading Quality
• #1 in Domestic Portfolio Trading Quality
• #1 in Overall Sales Quality
• #1 in Penetration in CCA/CSA Programs

Barclays Capital sales professionals cover growing distribution across geographies worldwide. Our multi-product distribution teams focus on the particular needs of our clients. Teams represent all products and services across equities. They also represent product and services from other Barclays Capital business areas and match client needs with solutions and insight.