PremiumGoldman Sachs Chief Global Equity Strategist, Peter Oppenheimer, believes that the rewards to diversification are increasing.Ina must-read global strategy report: "Momentum, rotation and the value in growth" (available here in full for pro subs), Oppenheimer sees a healthy normalization in global equities as market returns broaden geographically and sectorally.
US Mega-Cap Monopoly Over As Goldman Chief Strategist Sees 'Great Broadening' Disrupting 15 Years Of Market Concentration
More government debt, increased issuance, and persistent inflation have all contributed to a higher cost of capital, leaving earnings as the key driver of returns...
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