Goldman Sachs says sell stocks.
La firme considère qu’il n’y a rien à espérer pour les 12 mois à venir, elles sont en haut de leur trading range et richement valorisées .
A note written by Goldman strategist Christian Mueller-Glissmann moved his team’s weighting on stocks to « underweight » from « neutral » for its three-month asset allocation. « In our view, equities remain in their ‘fat and flat’ range and are now just near the upper end, » Mueller-Glissmann said. The team remains neutral on the market for the next 12 months.
Il est donc temps de passer à l’achat.
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