海外研报

Benign credit, rate cuts: Who benefits in equity space?

Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a

De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over

HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in

European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on