Goldman: That big market shift is because things aren't as bad as everyone thought

  • 📰 CNBC
  • ⏱ Reading Time:
  • 44 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 21%
  • Publisher: 72%

Italia Notizia Notizia

Italia Ultime Notizie,Italia Notizie

From a strategic standpoint, Goldman Sachs is recommending that investors switch to low-valuation stocks with less exposure to the U.S.-China tariff battle.

Goldman Sachs says the reason is that investors have grown less fearful of economic conditions.

The firm recommends a switch to stocks with low valuations and minimal exposure to the U.S.-China tariff battle. A massive move away from the momentum stocks that have dominated much of the last decade has come in part because investors have grown less fearful of an impending downturn, according to Goldman Sachs.

Over the past few weeks, momentum shares, or those showing consistent gains over the past six to 12 months, have. The group has tumbled some 14% since Aug. 27, the worst move since the bull market began in March 2009 among the top 1% of the biggest slides ever, according to Goldman. The drop has come at the same time as government bond yields have moved in the other direction, jumping about a quarter percentage point off, in some cases, historic lows. The momentum move reversed a sharp gain the group had seen in the early part of August.

 

Grazie per il tuo commento. Il tuo commento verrà pubblicato dopo essere stato esaminato.

Really wait and see

Hummm....Well...NOW...I know...

Abbiamo riassunto questa notizia in modo che tu possa leggerla velocemente. Se sei interessato alla notizia puoi leggere il testo completo qui. Leggi di più:

 /  🏆 12. in İT

Italia Ultime Notizie, Italia Notizie

Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.

JPMorgan's investment-strategy chairman lays out 3 reasons why the US will avoid recession through 2020Michael Cembalest, chairman of market and investment strategy of JPMorgan, doesn't think a recession is as inevitable as the market seems to think.
Fonte: BusinessInsider - 🏆 729. / 51 Leggi di più »

A market shift is underway – Cramer and other experts weigh inThe market leaders are now lagging. CNBC's Jim Cramer and two other experts weigh in on the sector rotation. TradingNation So what else is new, doesn't help the working poor either way it goes. The working poor is always left out on everything, you stop at the middle class and the poor is left to defend for there selfs if weren't for the poor working poor there won't be a rich man.😎😎 TradingNation Here we go again...another “expert” marketing strategist with news about the impending recession... doom and gloom, yadda, yadda, yadda...😤
Fonte: CNBC - 🏆 12. / 72 Leggi di più »