Goldman Sachs Updates September Conviction List, Swaps US and European Names

1. 1Goldman Sachs refreshed its September US and Europe conviction list ahead of the fall season.
2. 2In the US, it added Vertex Pharmaceuticals (VRTX) and removed Interactive Brokers, bringing the total to 23 names; in Europe, it added RWE, Adyen, and Talans and dropped four names including Enel.
3. 3Vertex is well positioned for long-term growth with up to five multi-billion-dollar opportunities, while RWE is expected to benefit from a rerating as it shifts toward vertical integration.

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