Goldman Sachs Asset Management is betting on the worst-performing emerging markets by buying up Turkish and Argentinian government debt, according to an article in Bloomberg. The article reports that the…
Tag: Goldman Sachs
Goldman: Stocks May Be Hearing Credit Warning Bell
Strategists at Goldman Sachs say that U.S. investment-grade debt has trailed equities for a month and has been “behaving in a way that portended the last big equity shakeup,” according…
Goldman Sachs: High Valuations Mean Pain is Coming
The current environment in which stocks, bonds and credit have been expensive at the same time—a situation last seen in the 1920’s and 1950’s–will eventually bring “pain for investors,” according…
Goldman's Rebuilt Quant Approach
When quantitative equity funds experienced a meltdown ten years ago, Goldman Sachs (among the hardest hit) “began to rebuild the strategies with less leverage and more diversity,” according to a…
Environment Could Be Ripe for Small- and Mid-Cap Stocks
Even though their post-election surge has recently cooled, both small- and mid-cap equities remain well-poised in today’s market environment, according to two portfolio managers at Goldman Sachs in a recent…
Goldman: Fund Managers Relying Too Heavily on U.S. Stocks
An analysis of professionally managed investment portfolios revealed to a team of Goldman strategists that “many investors are missing important potential sources of return as a result of putting too…
Goldman's Kostin: Think US-Focused Value Plays
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks. (more…)
Goldman's Cohen Sounding Bullish
Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings…
Goldman: Equities Cheapest vs. Bonds in a Generation
In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be…
Goldman's Cohen Says Bull Market Has Begun
Goldman Sachs Senior Investment Strategist Abby Joseph Cohen says Goldman believes we’re in a new bull market, and that the S&P 500 should be at 1050 to 1100 by year-end.…