Goldman Says Hold Stocks With Upside More Likely Than Downside

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Lofty US equity valuations suggest investors have already priced in a lot of stock market enthusiasm, but that doesn’t mean they should start selling, according to Goldman Sachs Group Inc.

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Hedge Funds Step Up Purchases of Tech Stocks, Goldman Sachs SaysThe risk-on momentum in technology stocks last week wasn’t lost on hedge funds, who scooped up the sector’s companies at the fastest clip in more than a year.
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Goldman Says Funds Likely Selling Japan Stocks to Buy Hong KongGlobal money managers may be starting to unwind their hugely popular long Japan, short Hong Kong equity trades due to the widening gap between valuations in the two markets, Goldman Sachs Group Inc. says.
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Hedge Funds Buying Protection With Defensive Stocks, Goldman Says(Bloomberg) -- Hedge funds are turning increasingly defensive as uncertainty around geopolitics and the path of interest rates, as well as the stock market’s...
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Hedge Funds Buying Protection With Defensive Stocks, Goldman SaysHedge funds are turning increasingly defensive as uncertainty around geopolitics and the path of interest rates, as well as the stock market’s April swoon, has investing pros spooked.
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Hedge Funds Turn Bullish on Consumer Stocks Ahead of Potential Rate Cuts, Goldman SaysHedge funds are reversing their bearish stance on consumer stocks as the latest economic data and comments from the Federal Reserve revive bets on interest rate cuts.
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