Citigroup maintient la note de "surpondération" sur le marché américain, favorable aux secteurs de la technologie et de la santé

Goldman Sachs reports that on May 11th, Citigroup strategists stated that the U.S. stock market driven by a few large tech stocks will continue to outperform. The team led by Beata Manthey maintains an “overweight” stance on U.S. equities in global asset allocation, while favoring the technology, healthcare, and materials sectors at the industry level. Beata Manthey wrote in the report: “We expect the ‘concentration trend’ within the market to continue, and under the spillover effects of uncertainties caused by the Iran conflict, fundamental factors will once again become dominant.” Manthey added: “If progress is made towards a sustained ceasefire between the U.S. and Iran, it could trigger a rebalancing of funds, leading to a rebound in previously underperforming assets.” She also pointed out that the attractiveness of European markets is increasing. At the industry level, she believes the most attractive sectors in Europe (excluding the energy sector) include software, retail, and real estate.