The new equity opportunities

Update: 2024-10-18

Description

It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Why a “Santa Rally” may be ahead

2024-11-1508:11

Is the Trump trade just getting started?

2024-11-0810:05

“A great time to buy bonds”

2024-11-0110:22

Will earnings boost US stocks?

2024-10-2510:53

The new equity opportunities

2024-10-1809:25

The biggest opportunities in US credit markets

2024-10-1108:33

Does the China rally have legs?

2024-10-0409:59

Is the US consumer still strong?

2024-09-2708:41

“The Fed’s got your back”: What the rate cut means for investors

2024-09-2009:54

Can the US rally get back on track?

2024-09-1308:22

What the jobs report means for markets

2024-09-0609:30

The case for a tech comeback

2024-08-1607:21

“A solid buying opportunity”: Making sense of the market shakeout

2024-08-0907:19

What Fed cuts will mean for markets

2024-08-0207:17

Is the big tech trade over?

2024-07-2609:07

Divergence watch: ECB decision and central banks’ policy paths

2024-07-1908:02

Inflation cools, election heats up

2024-07-1208:18

Markets at midyear: AI & elections in focus

2024-06-2809:16

What could drive the S&P 500 even higher?

2024-06-2109:25

Are markets overreacting to inflation data?

2024-06-1409:04

00:00

The new equity opportunities

#box-pro-ellipsis-173222195594057{-webkit-line-clamp:2;}The new equity opportunities

The new equity opportunities

Goldman Sachs

The new equity opportunities