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European equity markets carry a reputation they may not deserve.
Goldman Sachs is challenging that consensus directly, arguing that common assumptions about European stocks amount to myths and that the region has been a secret outperformer that allocation flows have largely ignored.
The problem Goldman Sachs is addressing starts with visibility. European markets fly under the radar compared to U.S. exchanges, and the gap is structural. markets are larger and more liquid.
Against that backdrop, Goldman Sachs describes European equities as "unloved" and positions the region as a case where the conventional wisdom has overshot what the performance record actually shows.
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