GOLDMAN: U.S. STOCKS TO TRAIL GLOBAL PEERS OVER NEXT DECADE
작성자: 하나증권(중국)() 2025-11-12 21:28
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GOLDMAN: U.S. STOCKS TO TRAIL GLOBAL PEERS OVER NEXT DECADE
~ Goldman Sachs strategist Peter Oppenheimer expects U.S. equities to post the weakest returns among major regions over the next 10 years, projecting 6.5% annual gains for the S&P 500
~ He urged investors to diversify beyond the U.S., citing high valuations and stronger growth abroad.
~ Emerging markets are forecast to lead with 10.9% yearly returns, driven by China and India. Asia ex-Japan is seen returning 10.3%, Japan 8.2%, and Europe 7.1%
~ Oppenheimer noted that AI’s benefits will be global, and that faster nominal GDP growth and reforms favor emerging markets
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https://x.com/DeItaone/status/1988579834289680594?s=20
~ Goldman Sachs strategist Peter Oppenheimer expects U.S. equities to post the weakest returns among major regions over the next 10 years, projecting 6.5% annual gains for the S&P 500
~ He urged investors to diversify beyond the U.S., citing high valuations and stronger growth abroad.
~ Emerging markets are forecast to lead with 10.9% yearly returns, driven by China and India. Asia ex-Japan is seen returning 10.3%, Japan 8.2%, and Europe 7.1%
~ Oppenheimer noted that AI’s benefits will be global, and that faster nominal GDP growth and reforms favor emerging markets
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https://x.com/DeItaone/status/1988579834289680594?s=20
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