Francesco Ceccato, CEO of Barclays Europe, discusses the current attractiveness of European equities compared to the US market in light of tariff threats from the US. Recent reports indicate a notable shift towards European stocks, which have outperformed US equities this year, leading to increased investor confidence. A Morgan Stanley report highlights this trend as the widest margin of outperformance since 2000, while Goldman Sachs predicts further growth in European equities. Despite this positive outlook, concerns remain regarding potential trade disruptions due to imposed tariffs from the US government.
"There is a foundation to believe in the attractiveness of Europe, especially on a relative basis," Francesco Ceccato, Barclays Europe CEO, told Euronews' Business Editor, Angela Barnes, in an exclusive interview.
According to a recent report from Morgan Stanley, European equities have this year outperformed US stocks by the widest margin since 2000.
Despite the recent rally, researchers from Goldman Sachs have predicted that the uptick isn't fleeting. Last week, they suggested that European equities would rise as much as 6% in the next 12 months.
There is clearly a lot of concern amongst the investors...around what some of the trade disruption might do to the economy," Ceccato said, referring to tariff threats from US President Donald Trump.
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