Goldman Sachs SELL

UK Weekly Kickstart Data only update

Jul 31, 202616 pages

From the report报告摘录UK International Rotation Signal: FTSE 100’s resilience (9.7% YTD) despite 1-week underperformance (2.4%) and 4.1% vs 3.1% international vs domestic outperformance signal potential portfolio rotation toward global…

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Portfolio Strategy Research 31 July 2026 | 3:14PM BST

During the Summer, we provide a data-only UK Kickstart. Sharon Bell | Goldman Sachs International

Peter Oppenheimer | Goldman Sachs International

Guillaume Jaisson | Goldman Sachs International

Giovanni Ferrannini | Goldman Sachs International

Elena Porfidia | Goldman Sachs International

Jacinta Feng | Goldman Sachs International

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to

Goldman Sachs UK Weekly Kickstart

Exhibit 1: UK equity performance - 1 week Exhibit 2: Global equity performance - 1 week Price Performance (GBP) Price Performance (GBP)

Source: Bloomberg, Datastream, Goldman Sachs Global Investment Research Source: Datastream, STOXX, Goldman Sachs Global Investment Research

Exhibit 3: UK equity performance - YTD Exhibit 4: Global equity performance - YTD Price Performance (GBP) Price Performance (GBP)

Source: Bloomberg, Datastream, Goldman Sachs Global Investment Research Source: Datastream, STOXX, Goldman Sachs Global Investment Research

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