Barclays favors US growth stocks on Big Tech strength

) strategists are maintaining a preference for Growth over Value stocks in the US, while adopting a positive view on Value and a neutral outlook on Growth in Europe.

In Europe, the strategists are now positive on Value stocks, citing their appealing valuations and a historical tendency to rally after elections. They expect a broadening of returns fueled by reinflationary policies and a deregulatory push in a potential Trump second term, which could support Value stocks in the region.

"The style while fundamentally sound has overextended, raising risks for a near-term correction," strategists wrote. “Unfavorable historical returns of the styles post elections also contribute to our view,” strategists added. "While we expect some tailwinds for small caps, we believe they face higher earnings and leverage risk given their poor fundamental balance sheets," Barclays cautioned.

대한민국 최근 뉴스, 대한민국 헤드 라인

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MAGA’S Marriage To Big Business — And Big TechJohanna Costigan is a writer and editor from New York. She covers US-China technology competition and policy. She has an MSc in Contemporary Chinese Studies from the University of Oxford. She graduated from Bard College with degrees in East Asian studies and Written Arts. She speaks Mandarin Chinese.
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