Barclays European Strategy: Buy Value, Sell Quality Stocks

As a bull market ages, investors are forced to become more selective with their stock picking. Year to date, some European stocks are holding up pretty well, as seen with the Euro Stoxx 50 index up 5.33%, Germany’s DAX is up 1.1%, and French stocks in the CAC 40 are performing very well, up 8.2% year to date.  However, UK stocks have been a bit of a laggard with FTSE 100 is down nearly -4% on the year.  Analysts at Barclays suggest that the rotation from European quality stocks to European value stocks will continue to be a winning trade….