Many active funds outperformed the index, a shift that may continue in 2023.2022 was a brutal year for passive investing. Active funds, meanwhile, outperformed, aalongside the longest bull market run in history occurring from 2008 to 2020.
In a market environment of continued uncertainty surrounding inflation, Fed policy, and the direction of the economy, active funds may very well outperform their passive counterparts again in 2023. Many top Wall Street strategists, in fact, see the S&P 500 delivering minimal or zero gains this year. In a stock picker's environment, it's good to know where top stock pickers are leaning into. In a recent note, Goldman Sachs' Chief US Equity Strategist David Kostin listed stock sectors favored most by hedge funds and mutual funds, including: industrials, healthcare, materials, and energy.
Kostin also listed 12 individual stocks that matter most to both hedge funds and mutual funds — names that are held by multiple hedge funds with a high weighting, and which are also held in an overweight capacity by multiple mutual funds — indicating a high level of consensus around them.
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Goldman Sachs: 27 stocks with highest expected returns on equityGoldman Sachs: These 27 stocks have the highest expected returns on equity of up to 49% for the next 12 months as we enter a recessionary environment 🙄
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