Study shows increased concern regarding markets – ValueWalk Premium

Study shows increased concern regarding markets

It isn’t much discussed in public – sort of like the crazy uncle who lost his fortune gambling on derivatives – but a recent Goldman Sachs portfolio strategy report nailed a discussion that is increasingly being voiced in institutional research reports from Macquarie to Balyasny among others. As global equities head to all-time highs – up near 20% since the US presidential election depending on your stock market yardstick – a concern regarding mean reversion theory is starting to become visible, documented in various research reports. A Goldman report, which . . .


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