Goldman Sachs: S&P 2027 EPS Growth Rate Falls to 11%, Defensive Quality Stocks Outperform
Source：
www.techflowpost.com
Goldman Sachs assesses that growth is slowing but remains positive, market returns are muted, momentum factor risk increases amid narrow breadth, and defensive quality stocks and low-volatility factors outperform. Real income growth for the lower-end consumer segment reaches 1.8% in 2027, up from 0.4% in 2026. A basket of lower-end consumer discretionary stocks has gained 7% since October, presenting another allocation avenue.
