After a strong performance over the last few months, Barclays has now been removed from Goldman Sachs' Pan-European 'buy' list and is now rated 'neutral' by the US investment banks.The broker said that following Barclay's strategic review announced earlier this month, the risk/reward in the shares is now "broadly balanced"."The magnitude of Barclays' projected operational improvement [...] exposes the group to significant execution risk," Goldman said.Investec has kept its 'sell' rating and 101p target price for insurance giant RSA after the company surprised the market with a dividend cut on Wednesday morning.The shares are currently trading at 1.7 times Investec's 2013 tangible net asset value estimate of 75p, which the broker thinks is "too expensive".UBS has downgraded its rating for contract caterer Compass Group from 'buy' to 'neutral', but has raised its forecasts for the company after accounting for foreign exchange changes."We have previously based our investment case on cashflow growth and cash returns but we note in FY'13 that the share repurchase will be lower than FY'12 and the cashflow will be impacted by higher expected capex, the rationalisation in Southern Europe and payments into the pension fund. Therefore the re-rating of the stock is far more apparent in cashflow yield terms."BC