Goldman Sachs venter, at 2021 vil byde på de største kursstigninger i forbrugsorienterede selskaber samt i industriselskaber. Der ventes også fremgang i f.eks. high-tech- og sundheds-selskaber, men ikke nær så meget som i 2020, omend disse to sektorer vil spille en voksende rolle i den amerikanske aktieindtjening.
Uddrag fra Goldman Sachs:
Rising Tide Floats All Boats
The 2020 pandemic has disproportionally hurt company earnings in cyclically-oriented sectors, but the global growth recovery of 2021 should help close this gap, in our view.
We expect consumer discretionary and industrials to realize the sharpest earnings rebound.
Meanwhile, the strength of info tech and health care may continue to have a growing influence on US equity earnings.
Source: Goldman Sachs Global Investment Research and GSAM.
