Goldman: Assets classes are all Overvalued Goldman Sachs believes it is time for you to start understanding factor exposure. According to the bank’s quantitative equity analysts Robert D. Boroujerdi, Jessica Binder Graham, CFA, Deep Mehta and Ronny Scardino, “never has the need for fundamental investors to understand factor exposure has been at this acute.” According to the team’s research, after the recent rally, which has seen the S&P 500 rise by nearly a quarter from its lows, “windows to generate alpha are shortening, style rotation is becoming more violent and smart beta is a solution that has found a problem….
Goldman: Almost Everything Is Overvalued
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk