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"they did also reinstate a sell on Dassault Aviation, noting that you need a more nuanced approach to stock selection."
In addition to the buy calls, Goldman Sachs has reinstated a sell recommendation on Dassault Aviation, suggesting that a careful, nuanced stock selection is necessary within the defence sector.

"I'm going to go a little bit more boring than John and say that the Vanguard Russell 2000 ETF, ticker VTWO, could be one of the best opportunities in the market right now from a risk-reward perspective. Small caps are likely to be disproportionately benefited by falling interest rates and the valuation gap between large caps and small caps has not been this wide since the 1990s."
Vanguard Russell 2000 ETF (VTWO) is identified as an attractive small-cap play amid a significant valuation gap with large caps, making it a compelling, diversified vehicle for investors expecting that falling interest rates will favor smaller companies over the medium term.
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