Goldman Sachs highlights the "top" alpha opportunities in Europe in a December 1 research report.
Business Insider lists the eight stocks Goldman Sachs thinks are solid value opportunities post rally, based on the analysis of the two financial drivers.The markets have experienced significant volatility in recent months following the build up to the US election and the uncertainty surrounding the pandemic.
The economists expect a sharp rebound in global activity in the second quarter of next year. They expect an initial slowdown in economic activity due to partial lockdowns over winter in Europe and the US. But this is expected to change rapidly as progress is made on mass vaccinations, lockdowns are eased, and policy makers continue to provide support in domestic markets.
Bond yields would currently support Value stocks in Europe, Sawtell said. He noted that improving growth is key for value stocks and that so far value had been underpricing an improvement in PMI data.
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