• GOLDMAN SACHS: Here's where to put your money as trade tensions worsen

    4 days ago - By Business Insider

    Trade disputes between the US and its partners pose a risk to the stock market.
    Goldman Sachs has reiterated four strategies that should keep investors on track for healthy returns.
    Trade-related headlines put the stock market at risk of more volatility.
    To help its clients navigate these swings, Goldman Sachs has reiterated four of its top strategies that should keep investors on track for strong returns this year.
    The recommendations are not hedges against specific risks that trade disputes create for certain companies and industries. Instead, David Kostin, the chief US equity...
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  • 'A big head fake': Several investors are calling bluff on a major stock-market rotation that could be warning of doom

    'A big head fake': Several investors are calling bluff on a major stock-market rotation that could be warning of doom

    4 days ago - By Business Insider

    Defensive sectors of the stock market have recently outperformed cyclical growth sectors.
    It's a trend Morgan Stanley's equity strategists have warned about for months. On Monday, they said the aggressive rotation into defensive sectors had finally arrived, bearing big risks for broader stock market.
    Strategists at BlackRock and elsewhere have offered different analyses of this rotation.
    Investors are a lot more defensive of late.
    Since mid-June, so-called defensive sectors that are preferred when investors sense a meltdown is approaching have outperformed cyclicals, which tend to be...
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