Goldman's view is that main investing strategies will be:
(1) Strong balance sheet stocks will outperform in rising rate environment;
(2) Among several thematic splits in the market, firms with high U.S. sales will outperform stocks with high foreign exposure;
(3) Stocks able to boost margins will be rewarded as most firms have reached a margin plateau."
http://www.cnbc.com/2015/11/24/goldman-sachs-no-stock-market-gains-in-2016.html
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