Barclays Launches 65th Edition of the Equity Gilt Study
July 08 2020 - 8:30AM
Business Wire
Combining market-leading macro analysis with a
unique multi-asset dataset spanning over 100 years, the Barclays
Equity Gilt Study 2020 is an indispensable tool for putting the
post-COVID world in context.
Barclays Research today released the Equity Gilt Study 2020
(EGS). The 65th edition of this flagship Barclays report delves
into the long-term changes wrought by the COVID-19 pandemic and the
extraordinary shocks it has delivered in both developed and
emerging markets.
Jeff Meli, Global Head of Research at Barclays said:
“In this year’s Equity Gilt Study we analyze how the
unparalleled disruption caused by COVID-19 stands to transform the
macro landscape. We look at how the pandemic is reversing several
decade-long trends, from globalization to international mobility;
accelerating others, such as self-reliance and sustainability; and
exacerbating issues, from debt management in developed countries,
to structural vulnerabilities in emerging markets.”
Across five in-depth chapters, Barclays analysts focus on what
the post-pandemic world will look like, including:
- ‘The post-COVID economy’ which analyses how the unprecedented
disruption caused by COVID-19 is likely to lead to long-term shifts
in consumer behaviour, corporate decision-making and government
policy. This chapter considers how, as de-globalisation trends
accelerate, cost-efficiency and frictionless movement of goods and
people could give way to safety, self-reliance and
sustainability.
- ‘DM debt: Pulling all the levers’ evaluates the debt management
consequences that the West will grapple with in the aftermath of
the policy measures that governments took to cushion the COVID-19
shock. Policy choices in the years ahead range from overt debt
reduction policies, such as austerity and taxation, to covert ones,
such as financial repression and inflation.
- ‘Diminishing defenses in Emerging Markets’ considers the
economic and social challenges facing EM from the COVID-19 shock,
and the long-term effects on EM assets and risk. The pandemic
should exacerbate existing EM structural vulnerabilities, and
create new ones. This will cause EM economies to suffer
disproportionately from accelerated de-globalisation and reduced
international mobility, even after the near-term shock from the
pandemic has faded.
- ‘Reinvigorating US labor force participation’ explains why a
labor force participation rate (LFPR) rebound is needed for the US
to have a chance at returning to its pre-COVID “goldilocks” economy
of low inflation and full employment.
- ‘Managing uncertainty’ considers why uncertainty is different
from other types of risk and how it effects markets. It also offers
a five-step plan for managing market uncertainty.
Notes to Editors:
- In publication since 1956, the Equity Gilt Study provides data,
analysis and commentary on long-term asset returns in the UK and
US. In addition to the macro discussions, this publication contains
a uniquely long and consistent database:
- The UK data goes back to 1899
- The US data, provided by the Center for Research in Security
Prices at the University of Chicago, dates back to 1925
About Barclays:
Barclays is a British universal bank. We are diversified by
business, by different types of customer and client, and geography.
Our businesses include consumer banking and payments operations
around the world, as well as a top-tier, full service, global
corporate and investment bank, all of which are supported by our
service company which provides technology, operations and
functional services across the Group. Barclays offers investment
banking products and services in the US through Barclays Capital
Inc. For further information about Barclays, please visit our
website home.barclays.
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Ellie Austin +44 (0) 207 773 6461 ellie.austin@barclays.com
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