EWU iShares MSCI United Kingdom ETF Loading... : Bullish and Bearish Analyst Opinions
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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, 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
16:10
Apr 15
Apr 15
UK has sound fiscal and growth policies.
The UK has a mature fiscal approach, avoids indiscriminate spending, and pursues pro-growth policies, making it a resilient economy and a good example for others.
MED
13:17
Apr 15
Apr 15
Geopolitical unrest may drive wealth back to European hubs.
Due to geopolitical unrest in the Middle East, high net worth individuals are reconsidering the safety of their wealth booking centers, and there may be a reversal of wealth flows from the UAE back to Europe, particularly to Switzerland, London, Milan, and Frankfurt, because these centers offer trust, expertise, stable governments, strong currencies, and reliable regulatory frameworks.
HIGH
10:28
Apr 14
Apr 14
UK domestic stocks cheap and undervalued.
The UK domestic market (FTSE 350) is very cheap, trading at around the 15th percentile of its historic PE, and is overpricing weakness in the economy, offering a lot of value.
HIGH
10:15
Mar 31
Mar 31
The speaker said, "What I worry about with the C250 [FTSE 250]... it's the economics in the UK that look a lot weaker. We expect just half a percent growth this year. We think that it's a risk that if this continues, the Bank of England may even raise rates. That dynamic is unhelpful." The FTSE 250 is more exposed to the domestic UK economy, which is facing a severe growth shock from the energy crisis. Potential BoE rate hikes into this weakness would be a policy mistake, further harming domestic cyclicals. AVOID due to the direct exposure to a deteriorating fundamental backdrop (weak growth, potential policy error) that is not fully offset by other factors like currency. A swift resolution to the conflict that reverses the energy price shock and boosts UK growth prospects, making the BoE's path less restrictive.
08:02
Mar 25
Mar 25
The British FTSE 100 index is experiencing a positive trading session with a gain of 0.66 percent, reflecting broader market optimism.
12:30
Mar 20
Mar 20
Soaring UK debt interest costs are constraining fiscal policy, creating a negative macro outlook for UK assets amid stagflationary pressures.
MED
08:03
Mar 20
Mar 20
The British FTSE 100 index is trading higher by 0.36 percent, reflecting a modest positive sentiment in the United Kingdom equity markets.
08:03
Mar 19
Mar 19
The FTSE 100 index experienced a significant decline of over one percent, reflecting broader market weakness and negative investor sentiment regarding the British economy.
20:33
Mar 17
Mar 17
Trump criticizes UK Prime Minister Keir Starmer for offering to send aircraft carriers only after the conflict was won, not during, and for refusing to send minesweepers. He also extensively criticizes UK energy policy, specifically its reliance on wind power and failure to exploit North Sea oil, forcing it to buy oil expensively from Norway. The lack of timely support on security and adherence to what he views as a economically and strategically flawed energy policy demonstrates poor judgment and an unwillingness to act in mutual interest, damaging the special relationship. Under current leadership and policies, the UK is not a reliable or effective partner. The direction is AVOID due to strategic misalignment and poor policy outcomes (energy). A change in UK leadership or a dramatic shift in energy policy (e.g., embracing North Sea oil & gas) could restore the partnership's value.
14:40
Mar 17
Mar 17
The UK Chancellor is signaling a strong policy shift towards closer EU trade relations, which would be a significant fundamental tailwind for the UK economy and UK-domiciled equities.
MED
08:03
Mar 17
Mar 17
The FTSE 100 index shows a marginal gain of 0.14 percent, reflecting a period of relative stability and minimal movement in the British equity market.
08:02
Mar 16
Mar 16
The British FTSE 100 index is trading higher by 0.34 percent, reflecting a modest positive sentiment in the UK equity market.
03:42
Mar 16
Mar 16
Goldman Sachs has raised its 12-month price target for the UK's primary stock index, signaling bullish expectations for its performance.
MED
About EWU Analyst Coverage
Buzzberg tracks EWU (iShares MSCI United Kingdom ETF) across 17 sources. 26 bullish vs 6 bearish calls from 41 analysts. Sentiment: predominantly bullish (27%). 74 total trade ideas tracked. Past 7 days: 2 bullish, 2 watch. Latest voices: Beata Manthey, Vin, Katherine Kirkpatrick Bos.