Valuations are 'quite full', says Barclays' Venu Krishna
Venu Krishna, Barclays head of U.S. equity linked strategies, joins 'Squawk on the Street' to discuss the risks imbedded in stocks, the overall market performance, and much more.
Exclusive: Barclays sustainability chief exits in latest bank reshuffle
Barclays' group head of sustainability Laura Barlow has stepped down to pursue other opportunities, a spokesperson told Reuters, the latest senior reshuffle among Britain's top banks as the sector faces increased scrutiny over its climate efforts.
Barclays a 'buy' with European investment banks now too cheap to ignore
UBS has increased its price target for Barclays PLC (LSE:BARC) to 360p from 350p, maintaining a 'buy' recommendation as the UK lender continues to benefit from strong growth prospects in investment banking. The Swiss group reiterated its preference for European investment banks, including Barclays and Deutsche Bank, over US counterparts such as Goldman Sachs and Morgan Stanley (NYSE:MS), citing a significant valuation discount that is "too wide to ignore.
Market volatility expected until U.S. inauguration day, Barclays says
Emmanuel Cau, head of European equity strategy at Barclays, weighs in on the outlook for European stocks in 2025.
Barclays' David Strauss on upgrading Boeing: Its balance sheet is no longer a headwind
David Strauss, Barclays aerospace and defense analyst, joins 'Power Lunch' to discuss the keys to a Boeing turnaround and Barclays overweight call on the stock.
Barclays: Set To Soar To Greater Heights
Barclays had a stellar 2024, rising over 70%, driven by a rebound in investment banking activity, strong cost controls, and higher NIMs despite falling rates thanks to structural hedges. Management's ambitious targets for income growth through to FY26 haven't been priced in, with an improved cost-to-income ratio, and plans for giant shareholder returns. Unlike some other UK banks, BCS is uniquely positioned to benefit from both sides of the rate environment due to its structural hedges and IB division, offering multiple growth catalysts.
Barclays fires over a dozen bankers, traders before Christmas — without giving them bonuses: sources
The scrooges at Barclays canned 15 Wall Street workers out of the roughly 50 it pink-slipped last month, two sources with close knowledge of the situation said.
What Drove The 70% Surge In Barclays Stock This Year?
Barclays stock (NYSE: BCS) has gained about 70% year-to-date, as compared to the 25% rise in the S&P500 over the same period. In contrast, Barclays' peer Bank of America (NYSE: BAC) is up 35% year-to-date.
CagriSema still keeps the Novo Nordisk story in tact, says Barclays' Emily Field
Emily Field, Barclays head of European pharmaceutical research, joins 'Squawk Box' to discuss the state of the weight loss drug market, disappointing trial results of Novo Nordisk's experimental CagriSema weight loss drug, and more.
Barclays: Still Trading At 0.6x 2026 Book Value
Barclays remains a high-conviction pick, outperforming peers in 2024, trading at ~0.6x 2026 TBV despite a 70% YTD increase. The bank targets a +12% RoTE by 2026, focusing on high-return UK segments and cost efficiency, driving current outperformance. Analysts projections expect Barclays to meet cost-income targets but fall short on RoTE due to lower revenue growth; current valuation reflects a discount to U.S. peers.
Novo Nordisk Selloff Is an Overreaction, Barclays' Field Says
Emily Field, Barclays' head of European pharmaceutical research, reacts to the selloff in Novo Nordisk's shares after its experimental obesity shot CagriSema failed to meet expectations. She speaks on "Bloomberg Open Interest.
Barclays: Bank of Japan needs to justify normalizing rates
Naohiko Baba of Barclays reacts to the Bank of Japan's latest decision to hold rates steady, and explains why he thinks the central bank has room for two rate hike in 2025.
