The performance of quality factors in stocks will be dictated by the direction of economic growth and interest rates, according to Goldman Sachs. The firm on Friday rebalanced its basket of 50 stocks with the highest consensus expected return on equity (ROE).

International investors are getting increasingly concerned about missing out on the rally that was sparked by the unveiling of the People’s Bank of China’s far-reaching stimulus package on Tuesday

Historically, once the Fed starts lowering rates, value stocks outperform growth stocks, and defensive stocks outperform cyclicals. But that has generally happened when the Fed cu

The macroeconomic backdrop, combined with cheap valuations, should leave plenty of room for bank stocks to gain.