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    INVESTMENT IDEAS FALL 2022

    Explore three key themes dominating markets where investors might uncover potential opportunities.
    Read The Issue

    Goldman Sachs Asset Management


    As one of the world’s leading asset managers, our mission is to help you achieve your investment goals.
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    Asset Management Perspectives

    THE NEW MACRO REALITIES FOR REAL ESTATE: HOW INFLATION, RATES AND RECESSION PRESENT NEW RISKS AND OPPORTUNITIES

    The rising-tide-for-all environment in real estate seems to have ended, likely to be followed by a period of more uncertainty and dispersion. In a quickly changing macro environment, real estate investors need to focus on diversification and understanding a portfolio’s underlying drivers of return and sources of risk. Explore why we believe, more than any other time in the last decade, that investors need a nuanced real estate strategy to position themselves to be rewarded with more alpha opportunities as dispersion increases.
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    Insights & Resources

    • August 30, 2022 | GSAM Connect

      Systemic Risks and Macro Financial Vulnerabilities Worth Monitoring

      August 30, 2022 Given the backdrop of monetary tightening, slower growth, and geopolitical tensions, investors have started to assess whether the US and global economy is likely to plunge into a recession. While the probability and timing of a significant downturn are hard to estimate precisely, markers such as funding stress and credit risks can indicate a buildup of systemic risks. In our latest monthly Observations, read why we believe it’s prudent to identify market vulnerabilities and build downside mitigations preemptively and how investors should be cautious until we see a meaningful retracement of macro uncertainty and downside risks. Read More
    • August 29, 2022 | Fixed Income Macro Views

      Navigating Real-Time Uncertainty

      August 29, 2022 Every cycle is unique and the current one is no exception. Rather, today’s environment is exceptional in that the US has experienced its fastest dose of monetary tightening since the early 1980s, Europe is facing an energy supply crisis and China is pursuing zero-Covid policies. This month we discuss why we believe it is important to stay focused on structural and thematic investment opportunities that can help to generate both sustainable economic growth and investment returns. Read More


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    LIBOR and several other benchmark interest rates will likely soon stop being published and be replaced by an alternative rate, or will be subject to substantial reform. To learn more about the interest rate benchmark transition notice click here.

     


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