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.
As we look into 2021 and beyond, we think global policymaking will be less governed by the latest political victory than by the realities of massive sovereign deficits, shifting demographics, and environmental conditions. COVID-19 has only accelerated this climate of change and the need for prescriptive solutions and investment.
While investors may be concerned about staying invested following the strong rally, history suggests that there is more room to run. During past US economic expansions, investors have enjoyed positive one-year returns 87% of the time, and >10% drawdowns only 4% of the time.
Source: National Bureau of Economic Research and GSAM.
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