Alex Altmann
Head of Barclays Equity Tactical Strategies and featured guest providing market analysis on sector rotations, commodities, AI capex, and US equity outlook.
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Mar 17, 2026 • 13min
A bullish view on US equities
Alex Altmann, Head of Equity Tactical Strategies, offers market analysis and tactical views. He walks through hidden sector rotations and liquidity-driven unwinds. He discusses commodities as a multi‑year thematic amid US‑China shifts. He outlines why AI capex, strong corporate margins, and US energy could keep US equities resilient.
