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☆ Walmart has the advantage for back-to-school — and that's really bad news for this retail stock
▼ + stars: | 2024-07-19 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +10 min

Walmart shares have outperformed the market. Analysts remain overwhelmingly bullish on the stock with more than 80% of analysts rating shares a buy or overweight, according to FactSet. Target shares reflect the strain of the competition. And if Walmart continues to win over wealthier customers, that's more bad news for Target. On Tuesday, KeyBanc Capital Markets analyst Bradley Thomas reiterated that Walmart remains one of his top stock ideas.

Persons: Lindsay Rosner, Piper Sandler, Peter Keith, Keith, Daniel Kurnos, Kurnos, FactSet, Alexis Deladerriere, JLL, Christopher Horvers, JPMorgan's Horvers, Cowen, Oliver Chen, Chen, hasn't, Bradley Thomas, Thomas Organizations: Walmart, Target, Goldman Sachs Asset Management, Analysts, Keith, P Retail, Amazon, Microsoft, Apple, Adobe Analytics, Adobe, Amazon's, Costco, Amazon Prime, Sam's, Paramount, KeyBanc Capital Locations: Wednesday's

☆ Goldman's $2.8 trillion asset management arm says the S&P 500 will be 'flattish' for the rest of 2024. 5 places it says to invest your money instead.
▼ + stars: | 2024-07-14 | by ( Christine Ji | ) www.businessinsider.com time to read: +6 min

Don't expect the mammoth returns of the S&P 500 to continue this year, according to Goldman Sachs Asset Management's midyear investment outlook released last week. AdvertisementBut this doesn't mean that Goldman Sachs is expecting a severe downturn. Active management is more important now than ever, and Goldman Sachs recommends taking steps now to prepare for a lukewarm second half of 2024. To address geopolitical instability and financial shocks, Goldman Sachs recommends hedging risk through commodities. Goldman Sachs is seeing increasing opportunities in Asia.

Persons: Goldman Sachs, Alexis Deladerrière, —, Lindsay Rosner, Rosner, Deladerrière, it's Organizations: Service, Goldman, Business, Nvidia, Microsoft, Apple, Fed Locations: Mexico, France, East, Ukraine, industrials, underperformance, Asia, Japan, India

☆ This international stock picker beats the market long term by mastering downside risk
▼ + stars: | 2023-08-02 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Now the manager of the Goldman Sachs' International Equity Income Fund (GSTKX) , as a young man Deladerriere was surrounded by farmers and government employees, not investors. Deladerriere sought out companies with good business fundamentals, saying many of the firms he invested in back then have survived and are "actually thriving." One was French energy technology provider Schneider Electric, still a holding in his Goldman fund. He landed a research internship at Goldman Sachs Asset Management, and is now a partner and head of international developed markets equity. Good times and bad In 2012, Deladerriere started managing Goldman International Equity Income, a $1.1 billion fund with a five-star rating from Morningstar.

Persons: Alexis Deladerriere, Goldman Sachs, Deladerriere, Goldman, that's, Morningstar Organizations: International Equity Income, Schneider Electric, Ecole Superieure de Commerce de Paris, Goldman Sachs Asset Management, Goldman International Equity, Morningstar, Vinci, Schneider, Stock, Zurich Insurance Group, Singapore Locations: France, French, Europe, Australasia, London, New York, U.S, Swiss

☆ The US stock market rally is unsustainable, but making these 20 international investments can lead to long-term profits, according to 3 fund managers with over $43 billion in combined assets
▼ + stars: | 2023-06-30 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

International stocks have underperformed for over a decade, while US growth names took off. However, foreign companies have attractive relative valuations and earnings growth. Why foreign stocks are more than just a good dealAnyone bullish on international stocks will almost always point to their valuations relative to US companies. Investors can get downside protection in this uncertain environment by buying international stocks that are high quality and can generate their own growth, Deladerriere said. And in addition to their rising earnings growth, the fund manager noted that the two pay sizable dividends.

Persons: they've, Nick Paul, Paul, Steve Gorham, who's, Gorham, Wes Crill, Crill, isn't, Alexis Deladerriere, Deladerriere, there's, Goldman, haven't, He's, it's Organizations: MFS Investment Management, Value, Vanguard, Index, Yahoo Finance, Dimensional Fund Advisors, Fund, Goldman Sachs International Equity Income, Goldman, Asset Management, Goldman Sachs, Management, HSBC, BNP, Schneider, MFS, Hitachi Locations: Europe, Asia, BlackRock, weightings, Gorham, Japan, London, Paris, Spanish, Ukraine, France, Australia, Taiwan

☆ Goldman Sachs just dropped the names of its biggest partner class since David Solomon took over as CEO. See the full list here.
▼ + stars: | 2022-11-09 | by ( Emmalyse Brownstein | Dakin Campbell | Alex Morrell | ) www.businessinsider.com time to read: +4 min

David Solomon had been shrinking the size of Goldman's partner ranks to make it more exclusive. On Wednesday, the firm named 80 new partners, its largest class since Solomon became CEO in 2018. Goldman Sachs promoted 80 people to partner status on Wednesday, marking the largest class since David Solomon took over as CEO in 2018. Goldman's partner class has been steadily shrinking since David Solomon took over as CEO in 2018. Last year, Goldman gave its roughly 400 partners special one-time payments that added millions of dollars to their already generous year-end bonuses.

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