Business · Markets · 10 hrs ago
Goldman Sachs advises investors to add to stocks for the next three months
Goldman Sachs strategists say investors should put more money into stocks over the next three months.
They point to earnings growth that they expect to support share prices.
Stock valuations have fallen since the summer, and investor positioning in stocks has also declined.
The strategists say this could leave more room for stock prices to rise if interest rates ease.
But rising bond yields and energy prices remain risks for stocks.
Their recommendation reflects a more positive view of the balance between potential gains and risks.
Goldman Sachs strategists advise investors to put more money into stocks over the next three months.
They cite upbeat earnings and a pullback in valuations as reasons for the recommendation.
The strategists say earnings growth remains supportive for equities.
They also point to valuation declines and reduced investor positioning since the summer.
Rising bond yields and energy prices remain risks to equities.
- Who
- Goldman Sachs strategists, led by Christian Mueller-Glissmann.
- What
- They advise investors to put more money into stocks for the next three months.
- When
- The recommendation was reported on Oct. 12, 2026.
- Where
- Not stated.
- Why
- They cite upbeat earnings, valuation declines and reduced positioning, and see potential for valuations to expand if rates ease.
This story does not have two clearly opposing sides.
Valuations and investor positioning declined, according to the strategists.
MarketWatch reported Goldman Sachs’ recommendation to add to stocks for the next three months.
- Recommendation
- Put more money into stocks for the next three months
- Strategist
- Christian Mueller-Glissmann
- Earnings outlook
- Growth remains supportive for equities
- Risks
- Rising bond yields and energy prices
What people are saying
We continue to think earnings growth remains supportive for equities and following the valuation de-rating and positioning declines since the summer, there is better asymmetry with potential for valuation expansion in the event of rates relief.
Sources
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