With monetary policy close to its limits, we take a look at the road ahead.
Our experts discuss the key challenges facing central banks in today’s environment.
A look at the key questions around today’s policy outlook.
Our Quantitative Investment Strategies team takes a quantitative look at divergence and opportunities in currency and rate markets.
Our multi-asset team looks at the asset allocation implications of today’s policy backdrop.
Equities, especially in the US, suggest confidence in the economy. But bonds are priced as if a recession lies ahead. Which is right?
Do rising US interest rates represent a new negative factor for emerging market debt? We think the answer is no.
Treasury Inflation-Protected Securities (TIPS) have been a beneficiary of the positive shift in inflationary expectations since the US election.
Stay connected on the latest market developments and investment themes
The GSAM Money Market Approved Credit List has been built and maintained for more than 35 years and has become a cornerstone for providing high-quality liquidity management solutions.
Ben Barber and Michael Kashani comment on the impact investing landscape for municipal bonds, and discuss how the GSAM Municipal team integrates ESG objectives into client portfolios.
Andrew Alford discusses three potential reasons for investors’ limited adoption of Smart Beta equity strategies and concludes that allocations to Smart Beta portfolios will likely increase over time as investors continue to evaluate these strategies.
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