Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
We describe our core view as pro-growth and pro-equity. We are equally pro-reality, with an environment of exceptionally low volatility masking a rising set of potential vulnerabilities.
The recent higher-rate trend has investors exploring the point at which they become an equity headwind. With rates still a tailwind, we believe equities have upside.
Source: Goldman Sachs Investment Strategy Group, Bloomberg, and Federal Reserve.
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