Even though their post-election surge has recently cooled, both small- and mid-cap equities remain well-poised in today’s market environment, according to two portfolio managers at Goldman Sachs in a recent Barron’s article. The authors outline the following supporting factors: President Trump’s’ agenda could “benefit small- and mid-cap companies disproportionately” since a large portion of their […]
An analysis of professionally managed investment portfolios revealed to a team of Goldman strategists that “many investors are missing important potential sources of return as a result of putting too many of their “risk” eggs in one basket—U.S. equities.” This according to a recent article in Barron’s. The article argues that many portfolios appear to […]
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks.
Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings growing in the high single digits, she thinks the S&P 500’s fair value will be about 2150 a year from now.
In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be wise to shun bonds and focus on equities. “Given current valuations, we think it’s time to say a ‘long good bye’ to bonds, and embrace […]
Goldman Sachs Senior Investment Strategist Abby Joseph Cohen says Goldman believes we’re in a new bull market, and that the S&P 500 should be at 1050 to 1100 by year-end. “We are beginning to see improvement, even in the labor market,” Cohen told CNBC. “We do think that the new bull market has begun. … […]