Title: Goldman Sachs eleva acciones globales a superponderadas impulsadas por resultados
Content: Los estrategas de Goldman Sachs han elevado las acciones globales a superponderadas para el corto plazo, citing strong earnings momentum and improved valuations。La team, liderada por Christian Mueller-Glissmann, señaló que recientes retrocesos del mercado han creado un punto de entrada más atractivo antes de una crucial temporada de informes del tercer trimestre。Analysts project a 25% year-on-year profit surge for S&P 500 companies, but Goldman expects results to exceed even this high bar。
The firm adopts a barbell strategy, favoring global tech names alongside selective rate-sensitive bond proxies that have declined since summer。They remain overweight on Asia and the US, while underweight on Europe。Key risks include rising rates, energy prices, and potential volatility from the US midterm elections。
On bonds, Goldman shifts to a neutral stance over three months but moves to overweight over 12 months, viewing fixed income as a growing hedge for longer-term portfolios。
Fuente: Bloomberg Markets · Resumido por HeadlinesBriefing