Goldman: High Correlation, Low Returns Dispersion Hitting Stocks
As correlations spike, a Goldman Sachs report, re-iterating messages in previous analysis to a degree, points to a challenging market environment for stock picking as correlations and return dispersion concerns linger after the Fed rate hike no decision decision.
Goldman: Fed rate hikes will likely ensure that macro risks remain in the headlines over the next several months
The stock picking will remain challenging over the near-term . . .
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