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AFTER FORECAST CUTS, GOLDMAN’S KOSTIN ON WHERE TO INVEST

Goldman Sachs’ chief U.S. equity strategist David Kostin this week pared his expectations for the S&P 500 .SPX, while also cutting earnings per share expectations for the index.

So where does he recommend investors invest?

In a note on Tuesday, Kostin recommends an “Insensitive Portfolio” of stocks that have “minimal correlation to key thematic drivers of recent equity market volatility.” He further points to Stable Growth Stocks, or those with the least variable earnings growth during the last decade.

When it comes to signs of a trough, meanwhile, Kostin says to look for accelerating macro data, more asymmetry in market pricing and extremely light positioning.

(Karen Brettell)

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FOR TUESDAY'S EARLIER LIVE MARKETS POSTS:

EMERGING MARKET CURRENCIES BRACE FOR TARIFF SHOCK - CLICK HERE

BOFA’S SELL SIDE INDICATOR FALLS, BUT MORE BULLISH THAN BEARISH - CLICK HERE

PRANK-FREE DATA: JOB OPENINGS SLOW, FACTORIES CONTRACT, CONSTRUCTION REBOUNDS - CLICK HERE

FROM TESLA TO TOURISM: HOW GLOBAL BOYCOTTS, TRAVEL DROP COULD HURT US GDP GROWTH - CLICK HERE

VOLTAGE RISE: GERMANY'S FISCAL BOOST TO CRANK UP ITS POWER SECTOR - CLICK HERE

U.S. STOCKS MIXED EARLY TUESDAY, BRACE FOR TRUMP TARIFFS- CLICK HERE

AT THE QUARTER POLE, LOW VOLATILITY SETS THE PACE - CLICK HERE

UK TO AVOID RECIPROCAL TARIFFS BUT GROWTH TO FALL ANYWAY - GOLDMAN - CLICK HERE

LIBERATION DAY QUESTIONS: WHO AND WHAT? HOW HIGH? HOW LONG? - CLICK HERE

STOXX REBOUNDS FROM NEAR 2-MONTH LOWS - CLICK HERE

BEFORE THE BELL: EUROPE EYES TENTATIVE BOUNCE AS Q2 STARTS - CLICK HERE

A DEEP BREATH BEFORE 'LIBERATION DAY' - CLICK HERE