Barclays: Don't Worry About Vol, Buy Value And Oil

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Rupert Hargreaves
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Despite the recent equity shakeout, the fundamental regimes underlying asset performance over the last two-quarters remain largely in place and declines present opportunities to buy energy (or more specifically oil), value and cyclical stocks that according to Keith Parker, global equity strategist, at Barclays.   In a note published at the beginning of this week, Parker and his team consider the current state of markets and conclude that while there have been some changes in the macro backdrop since the beginning of the year, pockets of value are appearing across the market. Barclays – Buy Value & oil Energy is one…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

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