Shift to Riskier U.S. Stocks Looks Vulnerable to Barclays

This quarter’s shift into riskier U.S. stocks has been left “vulnerable to disruption” after Friday’s losses, according to Jonathan Glionna, head of U.S. equity strategy at Barclays Plc. In a report Monday, Glionna highlighted the gap between the S&P 500 Index’s best and worst performers for the quarter among its 10 main industry groups. Weakening economic data, higher stock valuations and doubts about the course of monetary policy may lead to greater volatility, he wrote.