Goldman Sachs explains the biggest factors that will drive returns in all 11 stock-market sectors amid virus uncertainty — and lays out how you should position your portfolio in each one (AMZN, FB, GOOGL, GS, VGT, FIDU, IDU)
Persistent near-term uncertainty about the COVID-19 outbreak, the path of the US economy, and the outcome of the Nov. election is impacting market sectors in different ways.
In an Aug. 12 note, Goldman Sachs laid out how investors should be adjusting their portfolios accordingly.
Generally, the Wall Street giant says investors should expect companies with strong fundamentals to perform well.
“The near-term uncertainties around the US outlook and the risk of longer-term economic consequences …