Goldman Sachs stuft US Aktien auf "Untergewichten" von Harald Weygand Montag 13.01.2014, 20:25 Uhr Download - +
Goldman Sachs stuft US Aktien auf "Untergewichten" ... das Risiko für eine 10% Korrektur sei gestiegen ...
"Regionally, we downgrade the US to underweight over 3 months bringing it in line with our 12-month underweight. After last year’s strong performance the US market’s high valuations and margins leaves it with less room for performance than other markets, in our view. Our US strategists have also noted the risk of a 10% drawdown in 2014 following a large and low volatility rally in 2013 that may create a more attractive entry point later this year." |