European equities offer the most attractive risk reward profile in the near-term according to a European equity market outlook from analysts at Barclays published earlier this week.
US equities have attracted the most attention so far this year, the Barclays equities team led by Keith Parker, opines that US fiscal policy is now the fulcrum for US stocks. With this being the case, it looks as if the S&P 500 will trade with a “fiscal option” through 2017, the value of which will oscillate with market-assessed probabilities and potential plan size.
However, the outlook for European equities is brighter thanks to improving economic growth, low relative valuations, earnings growth and the removal of political risk when the French elections are out of...
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