Goldman says an under-the-radar driver is signaling further upside in stocks — one not driven by retail investors - Creak News

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Goldman says an under-the-radar driver is signaling further upside in stocks — one not driven by retail investors

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  • "Investment flows are an important driver of equity returns," according to Goldman Sachs, and right now they're signaling further upside ahead for the stock market.
  • In a note published on Thursday, Goldman went under the hood of the stock market and analyzed the impact fund flows, or the actual trading of securities, had on security prices.
  • The firm found that fund flows can have a sizable impact on market prices if liquidity is especially low, and not so much if liquidity is high.
  • Additionally, Goldman said that the the recent rise of individual investors amid the COVID-19 pandemic has been associated with declines in the stock market, not gains.
  • Visit Business Insider's homepage for more stories

The flow of money through different investment vehicles like stocks, bonds, and funds like exchange-traded funds is "an important driver of equity returns," according to Goldman Sachs.

In a note published on Thursday, the firm analyzed just how much or little fund flows drive returns in the stock market. And based on its analysis, it found that there's "further upside potential" in the S&P 500 due to recent investment flows.

See the rest of the story at Business Insider

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