Goldman Sachs strategisti: ABD hisse senetleri sert düştüğünde yatırımcıların pozisyonlarını azaltmaları gerekiyor Riskten Korunma risk

Goldman Sachs Riskten Korunma Fund Global Head Tony Pasquariello said on August 5th, according to the Jinshi data, that as the decline in US stocks expands, investors should hedge risks even if they have high-quality assets. In a report to clients, he wrote, “Sometimes you have to step on the gas, sometimes you have to step on the brakes, and I tend to reduce exposure.” He added that it is difficult to imagine August as one of the months when investors should take significant portfolio risks. On the other hand, corporate buybacks should make sense in August. “I think the next month will be a balanced process without significant deviations.” If you have to choose between going long on high-quality assets and further reducing core portfolio risks with Riskten Korunma, Pasquariello tends to favor the former. “For me, this is a tricky decision because I tend to think of it as a pullback in a still good environment, unlike the beginning of more serious and persistent situations.”