As the Chart of the Week shows, this measure has trended higher and could potentially signal the recurrence of unexpected volatility. We believe strategic portfolio design remains paramount
Source: GSAM. As of April 2018.
With tax reform enacted, budget caps raised and regulation rolled back, the US Administration has shifted its focus to trade policy, which has turned more hawkish in 2018.
In Sunday’s Italian general election, no party was able to capture a majority of parliament, while the anti-establishment Five Star Movement and Eurosceptic Lega party captured a larger-than-expected share of the vote.
Our Emerging Markets Equity team returned with insights from the GSAM India tour, taking 21 clients to meet with India’s most senior leaders of corporations and the political establishment. Our excitement in the investment opportunity has been invigorated as we observed in detail three key drivers (listed below) that may leave India poised to potentially double in GDP to $6 trillion by 2027 to become the world’s third largest economy.
How do financial advisors differentiate themselves in a crowded marketplace? We believe the most successful advisors shape their individual brands, a process known as creating "presence in your absence."