# Goldman Upgrades Global Equities

> Goldman Sachs boosts global equities outlook to overweight as earnings optimism grows.
- Title: Goldman Upgrades Global Equities · The Economic Times
- Summary: Goldman Sachs boosts global equities outlook to overweight as earnings optimism grows. Goldman Sachs upgraded its three-month global equities view to…
- Keywords: goldman sachs, global equities, earnings growth, market volatility, government bonds, midterm election, money, business, Goldman, Upgrades, Global, Equities
- Source: The Economic Times — https://economictimes.indiatimes.com/markets/us-stocks/news/goldman-upgrades-global-equities-on-earnings-optimism/articleshow/134895714.cms
- Author: Reuters
- Published: 2026-10-12T14:24:00+00:00
- Read time: 1 min
- Topics: goldman sachs, global equities, earnings growth, market volatility, government bonds, midterm election, money, business
## Goldman Upgrades Global Equities
Goldman Sachs upgraded its three-month view on global equities to 'overweight' from 'neutral' on Monday.
## Earnings Growth Supports Equities
Earnings growth remains supportive for equities and valuations have become more attractive ahead of the earnings season.
## US and Asia Overweight
The bank remains 'overweight' on Asia and the US while flagging Europe as 'underweight'.
## Near-Term Risks
Higher rates and energy prices remain the main near-term risks to equities.
## Midterm Election Uncertainty
US midterm election uncertainty could increase market volatility from current low levels.
## Barbell Strategy
Goldman prefers a 'barbell strategy' with tech stocks and bond-like equities to benefit from rate relief.
## Key takeaway

Goldman Sachs upgraded its three-month global equities view to 'overweight' from 'neutral' due to strong earnings growth and attractive valuations ahead of earnings season.