We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
In the Spotlight
In the Spotlight
In The Spotlight
Stay on top of the latest market insights, key investment themes, and developments in the global economy affecting your portfolio and investment practices.
Explore how we can help youTalk to Us
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.
The more promising start to 2023 has benefitted from the reduction in acute European energy risk and strong Chinese economic momentum in reopening. Recent data trends have strengthened the global “soft landing” narrative, though good news remains a double-edged sword. Resilient growth may potentially invite additional rate hikes and threaten to elongate the economic adjustment that began last year, even though credit tightening as a result of recent bank stress may at least partly offset the need for higher terminal rates. Consequently, the evolution of the growth-inflation mix, and commensurate monetary responses remain the prevailing risks in 2023.
Mega-cap stocks have collectively outperformed the S&P 500 by 34pp YTD following moderating interest rates and an improved earnings outlook. We believe their outperformance can continue if growth remains far enough below potential to keep rates near current levels. However, they walk a narrow path, in our view: if growth reaccelerates (causing rates to rise) or a recession occurs (driving equity exposure lower), mega-cap names may be vulnerable again.
Source: Compustat, FactSet, and Goldman Sachs Asset Management.
Stay posted on the latest market developments and key themes for your portfolios and practices
View more perspectives on the latest market developments and trends
Weekly views from senior Goldman Sachs economists and strategists
Triannual insights on market conditions and timely investment ideas
Monthly market commentary coupled with insights on portfolio construction
Posts on the latest market developments and key themes for your portfolios
GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.
Weekly update on key developments across macro and sector strategies
Monthly synthesis of key insights and macro views
Clear and explainable guidance on the construction of long-term strategic portfolios
Tailored business strategies designed to strengthen key aspects of your practice