Three reasons to stick with stocks despite rising yields, according to Barclays
Why now
Thesis: Bank defends stocks despite yield pressure
Catalyst to watch: Yield trajectory and earnings follow-through
Main risk: Yields keep rising, equity multiples compress
Why it matters
Barclays argues equities can absorb rising yields, favoring tech, media, telecom and industrials.
Details
Strategists at the bank recommend exposure to U.S. technology, media, telecommunications and industrial stocks.
Sources
- marketwatch · 2026-09-24 12:58 UTC