Your current location is:{Current column} >>Text
Barclays sees enough space for a broadening of the stocks rally By
{Current column}4People have watched
IntroductionBarclays’ team of strategists sees enough room for a broader stocks rally, particularly if the econo ...
Barclays’ team of strategists sees enough room for a broader stocks rally,Is mt4 a legitimate platform particularly if the economy manages a soft landing. This is despite the massive gains in the equity market in recent months.
Accordingly, the stock positioning isn't overstretched outside of the US and technology sectors, indicating potential for expansion in other areas.
The strategists suggest that, despite the recent robust performance, stocks might take a short pause, but the "buy the dip" mentality could prevail again. This is especially likely considering that equity allocations from mutual funds and retail investors are not at excessive levels.
Equity positioning has increased across the board in January, with CTAs (Commodity Trading Advisors) being fairly long. Moreover, macro hedge funds and risk control funds have also upped their exposure, which might amplify market downturns if any adverse events occur.
There is still a significant amount of money in money markets, which could potentially flow into riskier assets as economic growth rebounds and interest rate cuts are expected to start more aggressively in the second half of the year.
The re-risking trend observed so far has been concentrated in US and tech stocks, with Japan also seeing substantial interest. However, China and Europe have not been as favored, with long-only funds and systematic strategies still underweight in these regions.
Sector-wise, European cyclicals such as luxury, autos, mining, chemicals, banks, and energy are not overcrowded, presenting potential opportunities for investors looking to diversify their portfolios.
Statement: The content of this article does not represent the views of FTI website. The content is for reference only and does not constitute investment suggestions. Investment is risky, so you should be careful in your choice! If it involves content, copyright and other issues, please contact us and we will make adjustments at the first time!Tags:
Related articles
Chinese manufacturing PMI slows in March, services hit 12
{Current column}By Ambar Warrick-- Chinese manufacturing activity slowed slightly less than expected in March, data ...
Read moreATC Brokers account opening must
{Current column}ATC Brokers is a brokerage firm that provides Forex, Contracts for Difference (CFDs) and cryptocurre ...
Read moreIs Amana Capital a scam?
{Current column}Amana Capital is an international financial services group from the Middle East, specialising in the ...
Read more
Popular Articles
- War has killed 262 Ukrainian athletes, sports minister says By Reuters
- Is FXPRIMUS Forex Broker Legit or a Scam? A Detailed Review
- What Should You Know About Deriv? Is It Legit or a Scam?
- Is OEXN a Reputable Forex Company? An Overview
- Gold treads water ahead of more Fed cues, copper up from 5
- How Reliable is INGOT? An Introduction and Review
Latest articles
-
Dow futures fall after Home Depot results; debt limit talks, data on tap By Reuters
-
Is GMG Markets Forex Broker Legit or a Scam? A Detailed Review
-
Should You Trust Orbex Forex Broker? Orbex Review
-
FxPro: Is This Forex Broker Legit or a Scam?
-
Nvidia close to becoming first trillion
-
Is ACY Securities a Reputable Forex Company? An Overview