Goldman Sachs Exchanges cover image

What Trump’s win means for markets and portfolios

Goldman Sachs Exchanges

00:00

Investment Strategy - Late Cycle and Laggards

  • Look for lagging sectors, both globally and domestically, that haven't kept pace with market leaders.
  • Consider overweighting equities in a late market cycle.
  • Anticipate a decrease in hedging costs, creating attractive opportunities to protect equity exposure.
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app