Goldman Sachs: Where To Invest Now? Three Great Debates

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Rupert Hargreaves
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Where To Invest

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: Rates 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 Valuation On most metrics, the S&P 500 currently trades at a fair value. The median stock has a forward…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk