Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI
Barclays Research announced the appointment of Sahana Athreya as Global Head of Data Science & Applied AI, based in New York.
In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.
Athreya will work closely with analysts, strategists and technology teams to embed alternative data and AI across the Research platform, scaling insights and delivering AI‑enabled tools and data products for clients. The Global Data Science and Applied AI team will continue to publish differentiated Research reports for clients, complementing Barclays Research’s fundamental, macro and thematic coverage. They will also share their insights on how data and AI can be applied in the investment process, helping clients to evolve their own frameworks.
Prior to joining Barclays, Athreya led data science and advanced machine learning initiatives at some of the world’s leading hedge funds, including Eisler Capital and Millennium Management. Her work at the intersection of data science, artificial intelligence and quantamental investing has earned broad industry recognition. In 2022, Athreya was named a Forbes 30 Under 30 honoree in the Finance category. She has received multiple additional honors for leadership and innovation, including the CBIZ Women Transforming Business Emerging Leadership Award, Data Science Professional of the Year, and recognition from the Economic Club of New York’s Innovation and Social Impact Challenge.
Commenting on Athreya’s appointment, Brad Rogoff, Global Head of Research at Barclays, said:
“Sahana brings a rare blend of deep technical expertise and real‑world market experience. Her appointment reinforces our long-standing commitment to data science and now AI as core pillars of our Research franchise, and to delivering differentiated, world‑class insights for clients globally.”
Barclays Research takes stock of the effects of Russia’s war with Ukraine in 2022 Equity Gilt Study
Barclays Research released the 67th edition of the Equity Gilt Study (EGS), a flagship annual publication. Combining market-leading macro analysis with a unique multi-asset dataset spanning over 100 years, this year’s report takes stock of the effects of Russia’s war with Ukraine.
Barclays’ Research analysts survey the future of the European monetary union, arguing that Europe has often moved towards further integration during crises, and the recent past is no exception. The pandemic and the war in Ukraine have forced member states toward more fiscal and political co-operation. This includes a common diplomacy and defense policy, as well as a common energy policy.
Barclays Research argues that fears about the US dollar losing reserve currency status are greatly overstated. With the EMU still not fully integrated fiscally and politically and with the Chinese RMB only partially convertible, there are no good substitutes for the US dollar. Instead, large exporters might try to reduce their US current account surpluses by focusing more on regional trading blocs, in an attempt to diversify their foreign reserves.
In parallel, Barclays’ analysts note that the war is leading governments and corporations to re-examine the resilience of their supply chains and other economic linkages. That could lead to at least a partial reversal of the multi-decade trend of globalization. Already, our analysts see evidence of a “reshoring” of critical processes and infrastructure, and of multinational companies hiring closer to home.
Finally, Barclays’ analysts consider the implications for the macroeconomic environment, which, over the past three decades, has benefited from a period of “Great Moderation”, characterized by a relatively stable backdrop of growth, inflation, and monetary policy. We think this may be changing, with significant implications for macroeconomic stability.
“In this year’s Equity Gilt Study, Barclays’ analysts explore how the war in Ukraine, coming on the heels of the pandemic, will likely permanently re-shape the macro landscape,” says Ajay Rajadhyaksha, Global Chairman of Research at Barclays. “The Equity Gilt Study provides an indispensable tool to understand the themes and trends affecting global economies and markets for years to come.”