Investors are also misjudging earnings this year for economically sensitive companies.US stocks have enjoyed an unexpected relief rally so far this year, but a recent report from Goldman Sachs found that many fund managers have missed out on it.
Just 28% of large-cap mutual fund managers outperformed their benchmarks in the first quarter, wrote David Kostin, the firm's chief US equity strategist, in an April 4 note. It appears that many of those funds had braced for more selling by limiting their exposure to mega-cap companies in the technology sector. That's turned out to be a misplaced bet, given that
. Kostin also noted that economically sensitive companies are outperforming defensives by 4 percentage points so far this year.29 stocks to buy for better-than-expected earnings Besides underestimating giant growth stocks, Goldman Sachs thinks investors are misjudging corporate profits.
paywall crap
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36 stocks to buy for double-digit earnings growth: Goldman SachsGoldman Sachs: Buy these 36 stocks that can achieve double-digit earnings growth this year even though the market is destined for flat profits Ah… no… markets going to drop 50-70% Before end of year. Economists are the worst at making predictions. They make you pay to read free information what a scam
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Company profits will be the weakest since the pandemic: Goldman SachsInvestors should brace for corporate profits to see their biggest drop since the start of the pandemic, Goldman Sachs says The casino always wins, the gamblers don’t. Surprise!
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