The shift to a bullish stance is driven by resilient earnings, though the firm warned that headwinds remain. Specifically, rising yields and geopolitical tensions could keep volatility elevated and potentially limit the scale of gains in the short term.
Tuesday, October 20, 2026
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Goldman Sachs Upgrades Global Stocks and Bonds to Overweight
Global Markets9 days ago
The bank's latest analysis forecasts a favorable environment for investors as corporate profit growth offsets the risks of current market peaks. Goldman Sachs upgraded its rating for global equities to overweight for a 3 month period and for bonds to overweight over a 12 month horizon, with improving valuations and easing inflation expected to support markets into 2027. Strategists now favor selective dividend plays and stocks linked to AI, despite many indices trading near all-time highs.
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