Goldman Sachs har analyseret forskellen på amerikanske selskaber, der er baseret i USA og internationalt. I disse coronatider, hvor der er en øget fokusering på det nationale, konkluderer Goldman Sachs, at blandt de 50 bedste børsnoterede selskaber, er det selskaber med en international placering, der klarer sig bedst, og som giver det bedste resultater for investorerne. Blandt de bedste amerikanske selskaber er det nu 90 pct.,der er baseret internationalt.
Uddrag fra Goldman Sachs:
Top Performers Have Been Concentrated Outside of the US
Since the post-crisis era, US equities have outperformed global peers across a number of metrics. Historical drivers of exceptional returns reflect both the US macro advantage (domestic GDP outpaced developed market GDP) and sector differentials (US equities tended to be more growth-tilted). Yet on average each year roughly 78% of the top performing 50 public companies are domiciled outside of the US. In 2019 alone, international companies represented 90% of these top performers. By broadening the opportunity set globally, we believe investors could unleash attractive return potential in their portfolios.
