{
Alexander Altmann

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}
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barclays strategist advises buying european stocks and shorting us equities

Barclays strategist Alexander Altmann advises investors to consider European equities while shorting U.S. stocks due to concerns over concentrated gains in a few companies and elevated valuations. Despite a recent AI-driven rally, U.S. tech stocks have shown flat performance early in 2025, while European markets thrive on strong corporate earnings and relative political stability. Altmann notes potential volatility ahead of Germany's elections but sees opportunities for further investment in the region.
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United States Dollar British Pound Sterling Euro Barclays PLC FRA USA GBR CHN Alexander Altmann Show more
Finance & Economy, Market Report
12:36 10.02.2025

barclays strategist advises shorting us stocks and favoring european equities

Alexander Altmann of Barclays advises shorting US stocks temporarily due to high valuations and concentrated gains among a few companies. He recommends investing in European equities, which are experiencing strong performance driven by solid corporate earnings and a more stable political climate, contrasting with the US market's recent struggles.
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United States Dollar British Pound Sterling Euro S&P 500 INDEX Bank of England Barclays PLC FRA USA GBR Alexander Altmann Show more
Finance & Economy, Market Report
10:57 10.02.2025
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