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BARC Shares - Tariff risks could weigh on recent spike in European equity inflows - Barclays
Investing.com - Inflows into European stocks have spiked in the opening three months of 2025, although the risk of an economic slowdown due to U.S. President Donald Trump’s tariff plans could dent ...
Tariff concerns drive U.S. selloff, Europe still at risk
Equity risk appears to have shifted to Europe, where hedge fund net exposure is up to the 70th percentile. EU equities have seen $24 billion in inflows year-to-date, the highest since 2017.
Barclays upgrades Bunzl, citing stronger FY25 outlook and M&A potential
Barclays projects a positive earnings outlook for Bunzl, with approximately 6% annual growth expected for FY25-27, including buybacks, and potential for M&A to further supplement this growth. This is ...
Barclays notes Big Tech capex impacts on valuation metrics
The selloff in Big Tech stocks has caused a reduction in P/E ratios, yet the FCF yield has also decreased, influenced by a substantial rise in forecasted capex for fiscal year 2025, with some ...
Clouds gathering around global growth outlook amid Trump tariffs, Barclays says
Investing.com - U.S. President Donald Trump’s anticipated tariff announcements next week threaten the global growth outlook, although the risks from escalating trade tensions have been "well ...