Rates are rising as investors forecast economic recovery, but what does this mean for equity markets? Goldman Sachs unveil the 26 stocks to buy for the rebound, even if interest rates stay low.
Markets have been in a deflationary environment since the 2009 global financial crisis.
Inflation expectations are picking up, with the US breakeven inflation rate up 2.25% this week.
These are some of the material changes in markets investors need to know, Goldman Sachs says.
Inflation is heating up for the first time in a long time which should largely boost equities, but could have a sting in its tail for those who ignore the changes it could bring.
After 2020 s event-driven recession , there is a bull market underway across equities and the psychology behind it is one in which investors are moving out of the hope phase into the longer growth phase, according to Goldman Sachs, and this suggests a possible inflection point towards a more reflationary environment.
Inside Exxon Mobil s God Pod
Benji JonesJan 29, 2021, 23:23 IST
President Joe Biden signs an executive orderKevin Lamarque/Reuters
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I really thought climate and energy would enjoy an enduring spotlight this week. Enter, GameStop, a company I haven t thought about since I tried to like video games as a kid. (You can read our coverage of the rapidly snowballing story here.)
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Goldman Sachs is heralding the arrival of the new green-energy majors.
The bank estimates a €10 trillion investment into the sector by 2050.
Here are the new energy titans and the upside to investing in them, according to Goldman Sachs.
The green revolution has ushered in a new generation of energy majors that are poised to dominate the sector and overtake the traditional oil and gas giants in terms of size and prominence.
Already, investors are pushing cash into the green story. In 2020, the combined market value of the three green supermajors the Italian utility Enel, the Danish wind-power firm Orsted, and the Spanish power company Iberdrola overtook the combined market capitalization of Total, BP, and Shell, with the two groupings at €231 billion ($280.12 billion) and €214 billion ($259.50 billion), respectively.