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.
There is ample evidence that the global landscape is better, stronger, and faster today than at any previous point in the current expansion.
The effect of a corporate tax cut is likely to vary by sector. We believe industries such as telecom, energy and utilities which currently pay some of the highest effective tax rates may see a greater impact than those with already low effective rates, such as technology.
Source: Compustat, GIR, and GSAM. As of calendar year 2016*.
*Please see page 4 for additional disclosures.
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