
Barclays strategist Alexander Altmann has advised investors to consider shifting their focus from U.S. stocks to European equity markets, citing increasing risks facing American equities. In a recent analysis, Altmann suggested that investors should 'buy Europe, short U.S. stocks for now,' as U.S. stocks are currently at historically high valuations. Barclays analysts also highlighted that European small-cap stocks present a 'tactical catch-up opportunity.' While some investors in Singapore are moving towards U.S. markets, Barclays continues to recommend purchasing U.S. growth and large-cap stocks, indicating a mixed outlook on the U.S. market amidst these developments.
Keep buying US growth and large-cap stocks: Barclays https://t.co/tCn7zXmRbs https://t.co/0QxkWznFm3
A growing group of Singapore investors are shifting away from local stocks in favor of US markets https://t.co/tYF8aumxWr
Barclays' global head of equities tactical strategies Alexander Altmann recommends “shorting US exceptionalism” — at least temporarily — with American stocks at historically high valuations. w/@NKniazhevich https://t.co/brf3PFx313


