Abstract
- US equities began 2025 robust however reversed as bond yields rose, coverage uncertainty elevated, and commerce tensions escalated, driving a risk-off setting.
- The Goldman Sachs U.S. Fairness Insights Fund underperformed the S&P 500 in Q1 2025, with all funding pillars detracting from extra returns.
- Excessive-High quality Enterprise Fashions, Themes & Traits, Sentiment Evaluation, and Elementary Mispricings methods all struggled, notably throughout earnings season and in choose sectors.
- Regardless of long-term funding beliefs in high quality, tendencies, and sentiment, latest quantitative indicators did not ship, highlighting dangers and elegance headwinds for the fund.
Olena_T
Market Overview
US giant cap equities (S&P 500) began the 12 months down 4.27%. In early 2025, US equities initially surged in January as constructive financial knowledge and robust company earnings have been launched. Nevertheless, February noticed a shift in optimism. Bond yields rose, coverage uncertainty grew, and volatility
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