Goldman Sachs: Where To Invest Now? Three Great DebatesRupert Hargreaves
At the beginning of September, in a presentation stretching across 102 slides, Goldman Sachs presented its case for where the bank believes investors should be putting their cash in the current market. Goldman has three critical debates that are driving three investment themes. The three debates are as follows:
Goldman expects the Fed will hike in December. The bank’s analysts note that P/E multiples have historically compressed by 8% during the 90 days after initial tightening but recover soon after
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