𝘿𝙚𝙖𝙧 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨,
The American investment bank Goldman Sachs monitors the dynamics of the portfolio, which consists of the shares of the companies most affected by the pandemic. Due to concerns about the spread of a more infectious delta variant of the virus, many stocks in the portfolio are in drawdown.
The bank measures the opening of the economy after quarantine on a ten-point scale, where 1 is completely open, 10 is completely closed. Despite the increase in the number of infections, the Goldman index is at the level of 8 points - 4 points more than at the beginning of 2021.
Stock indices continue to set records. Last week, the S&P 500 rose to 4468 points, or 21% YTD. Many companies are offering their goods and services again, but some stocks lag significantly behind the broad market index.
There is potential in the stocks of companies affected by the pandemic, Goldman said. “We think the market pessimism regarding the delta option has created opportunities to buy some shares,” said the bank
