Buy Europe, short U.S. stocks for now, Barclays strategist tells Bloomberg News By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2025
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Should l Buy ?
Source: Investing.com
Concerns Over U.S. Stocks: Barclays strategist Alexander Altmann suggests that investors should consider foreign equity markets due to the concentration of gains in a few U.S. companies and elevated stock valuations, advocating for a tactical shorting of U.S. exceptionalism in the short term.
European Market Performance: European equities have shown strong returns, supported by solid corporate earnings and relative political stability, with expectations of continued interest rate cuts from the Bank of England and European Central Bank, although potential volatility may arise from upcoming elections in Germany.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
