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

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…