EWU iShares MSCI United Kingdom ETF Loading... : Bullish and Bearish Analyst Opinions
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12:00
Aug 29
Aug 29
Bond markets constrain UK, France, Italy, Japan
Bond markets have replaced political tolerance as the anchor and constraint for the United Kingdom, France, Italy and Japan, putting their sovereign debt under pressure.
MED
11:43
Aug 26
Aug 26
Europe and UK valuations look compelling.
Europe and the UK look compelling on valuations, with UK and European equity earnings yields near 6%, UK P/E below historical averages, and elevated equity risk premiums over bond yields; regardless of Nvidia's result, Europe works either as a semiconductor/tech catch-up play or as a defensive diversification away from stretched US tech.
HIGH
10:11
Aug 25
Aug 25
UK equities are undervalued with strong earnings.
UK equities are undervalued and the country is better managed than perceived. The FTSE 100 consists of global companies delivering solid earnings, particularly in a strong financial sector.
MED
20:49
Aug 17
Aug 17
UK gets rich from North Sea.
Trump says he believes the UK Prime Minister will open up the North Sea for energy development, which would solve the UK's energy problem and make the UK rich again because the North Sea is one of the great energy finds in the world.
MED
16:21
Aug 17
Aug 17
Negative UK consensus looks overdone
The broad consensus is downbeat on UK prospects after Brexit, COVID, energy shocks, political volatility, weak growth, high inflation, and rising debt/GDP. Sheets argues this simple negative story is deceiving; the underlying UK story is more nuanced and positive than often discussed, market performance has been bearing it out, and in many cases the bar is low.
HIGH
13:08
Aug 14
Aug 14
European autos hurt by Chinese EVs.
Europe's auto sector is losing jobs and closing factories as Chinese EV imports and overcapacity push Europe toward protectionist measures, creating negative economic and political pressures.
MED
07:45
Aug 12
Aug 12
Bullish on the UK
The UK is underappreciated and not doomed to stagnation; global growth is strong, high-frequency indicators are positive, and World Bank data shows the UK reclaiming the fifth spot in global GDP rankings, challenging the negative narrative. This supports a bullish stance on UK assets.
MED
11:13
Aug 11
Aug 11
FTSE 100 benefits from commodity and defense.
The FTSE 100 provides exposure to oil, mining, and defense sectors that benefit from capex-oriented themes; the index offers diversification and positives despite UK domestic weakness.
MED
19:11
Aug 04
Aug 04
Author explicitly states he is fully long S&P and global stock indexes.
Author explicitly states he is fully long S&P and global stock indexes, viewing the market's relentless advance as a blow-off top while warning against shorting.
11:50
Aug 04
Aug 04
UK equities overweight on better macro data
The UK is overweight relative to Europe; recent macro data has been stronger than expected and inflation appears well-behaved, supporting the case for UK equities despite political uncertainty.
MED
10:04
Jul 26
Jul 26
Global equity indices and commodities finished the weekend session with mixed results as oil.
Global equity indices and commodities finished the weekend session with mixed results as oil prices experienced a notable decline of over three percent.
15:29
Jul 25
Jul 25
Global equity indices and commodities showed mixed performance over the weekend with most.
Global equity indices and commodities showed mixed performance over the weekend with most assets posting modest gains while oil prices declined significantly.
11:57
Jul 21
Jul 21
UK equities hedge and diversify AI.
UK equities serve as a hedge against further Middle East escalation and offer diversification from AI-heavy markets; a new prime minister providing more clarity could be a catalyst for international flows to return.
MED
11:17
Jul 17
Jul 17
Prefer Japan equities over UK equities
Japan has more cyclical drivers than the UK in a broadening environment, and they have swapped UK for Japan in their global portfolio. The UK’s heavy defensive weighting will cause it to underperform more cyclical regions, even though absolute UK performance may still be positive.
HIGH
07:08
Jul 17
Jul 17
India and FTSE shelter from tech selloff
Markets such as India and the FTSE (UK) lack significant AI and semiconductor names, so during tech-led selloffs they act as natural shelters and diversifiers, providing a place to hide for investors rotating out of chipmakers.
MED
14:58
Jul 14
Jul 14
UK crypto rules make jurisdiction more attractive.
The UK's new comprehensive crypto regulations from the FCA, while burdensome, provide certainty, flexibility, and a lighter touch than the EU's MiCA. The framework treats crypto like traditional finance but cut capital requirements for stablecoins and delayed full effect until 2027, giving firms time to adapt. This will make the UK more attractive, particularly for institutional crypto and traditional financial institutions, improving its competitive position as a hub for crypto innovation.
MED
11:10
Jul 13
Jul 13
Underweight U.K. equities
U.K. equities have had a fantastic run this year and are now overvalued relative to more interesting opportunities elsewhere, such as European banks and U.S. sectors. It is time to step away from the U.K. market.
HIGH
21:26
Jul 10
Jul 10
Diversify into India, UK, Japan.
As the concentrated AI trade matures, investors should diversify US equity exposure towards global markets offering better risk-adjusted returns and lower correlations. The top picks are India, the UK, and Japan, with Japan also benefiting from financials and rate normalization beyond its tech weighting.
MED
15:56
Jul 08
Jul 08
UK equities are highlighted as attractively valued with high return on equity.
UK equities are highlighted as attractively valued with high return on equity, suggesting potential outperformance versus European peers.
10:32
Jul 01
Jul 01
UK stocks cheap with high free cash yield
UK equities offer a strong value case, with the highest free cash flow yield among major markets at around 5.5%, high dividend yields, and significant share buybacks. Despite relatively low growth and no major tech exposure, the market's value characteristics and M&A appeal make it attractive for diversified portfolios.
MED
11:17
Jun 29
Jun 29
Overweight European and UK equities
European equities are relatively underpriced versus U.S. equities, will benefit from structural capex build-up and a potential reversal of capital flows, and any re-pricing of the extended AI trade will favor Europe and the UK on a relative basis.
MED
12:00
Jun 27
Jun 27
Tariffs on Chinese cars protect European auto.
Conditional tariffs on Chinese cars are now necessary to prevent the European auto industry from being completely hollowed out. Strategic capacity, national security, and the risk of weaponized interdependence justify intervention, and even long-time free-trade advocates are changing their minds. This protection supports European auto manufacturers while damaging Chinese auto exports into Europe.
HIGH
13:32
Jun 23
Jun 23
UK growth returning to 2% trend
UK economic growth is likely to return to the pre-financial crisis level of around 2%, regardless of government policies. The unusually low interest rates of the past sustained unproductive firms, suppressing the normal reallocation of resources to more successful companies. As rates normalize, that reallocation and underlying productivity growth will resume, lifting trend growth. Investors should not be pessimistic about the UK's long-run outlook.
MED
10:15
Jun 05
Jun 05
Long UK equities for diversification
UK equities provide a barbell strategy away from AI tech, benefiting from higher energy prices and less exposure to Middle East tensions, while the FTSE 100 offers diversification.
MED
20:03
May 21
May 21
UK equities cheap, undervalued relative to US
UK equities are deeply undervalued compared to the US, with the same companies trading at one time sales vs four times sales. The UK stock market is 'completely broken', making international companies cheap and prone to takeovers. He puts the bulk of his assets in the UK as a value investor.
HIGH
11:41
May 21
May 21
Long FTSE 100 as hedge.
FTSE 100 is a good diversifier and geopolitical hedge, isolated from domestic political noise, and benefits from a weaker pound due to its international earnings exposure. Prefer FTSE 100 over FTSE 250.
HIGH
11:35
May 12
May 12
UK equities underperform on political risk
UK political turmoil could cause higher fiscal spending and higher inflation, putting continuous pressure on UK equities and causing them to underperform compared to the rest of the world.
MED
10:36
Apr 22
Apr 22
Overweight US equities, avoid Europe and Asia.
Remains overweight equities as earnings are delivering, driven by tech and energy. Favors the US for its resilience, is cautious on Europe and Asia due to Middle East impacts, and has added UK and Canada for compartmentalization. Prefers European duration over US duration.
HIGH
16:19
Apr 16
Apr 16
Bullish on U.K. economy and equities.
The U.K. economy is strong and business-friendly, with a solid GDP print, investing in financials, technology, biotech, and diversifying energy independence. The U.K. continues to be an open economy trading with the rest of the world.
MED
14:12
Apr 16
Apr 16
Optimistic on the UK economy.
The UK economy is showing strength with a strong GDP print, is business-friendly, and is investing in financials, technology, biotech, and energy diversification; he is pretty optimistic on the UK.
HIGH
About EWU Analyst Coverage
Buzzberg tracks EWU (iShares MSCI United Kingdom ETF) across 19 sources. 34 bullish vs 6 bearish calls from 51 analysts. Sentiment: predominantly bullish (32%). 87 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Chrystia Freeland, Ven Ram, Shanti Kelemen.