Goldman Sachs noterer, at de fem største tech-selskaber har domineret markedet i 2020, så de nu udgør 23 pct. af S&P 500-markedsværdien. I 2020 var det kun 18 pct. Det får Goldman Sachs til at advare investorerne må at fokusere så stærkt på High Tech-aktierne. Goldman anbefaler, at investorerne ser mere på de lidt mindre selskaber samt internationale aktier.
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Five “mega-cap” technology companies continued to dominate the S&P 500 index in 2020, accounting for 23% of the index by market capitalization.
By contrast, the five largest stocks in 2000 only represented 18% of the index.
As tech regulation continues to dominate headlines, we believe investors may benefit from moving down in cap and broadening exposure to international equities
Source: Goldman Sachs Global Investment Research and GSAM. As of Oct 28, 2020.
