Goldman Sachs Asset Management portfolio managers from across all regions and asset classes recently discussed relevant themes impacting today’s global markets. As events continue to evolve, visit this page for our latest viewpoints.
Neill Nuttall, CIO of Global Portfolio Solutions, GSAM, discusses why convergence in growth favors risk assets outside of the U.S., and the positive seasonality of the fourth quarter.
Robert Surgent, Global Portfolio Solutions, GSAM, says Japanese and Chinese equities may provide boost in the fourth quarter.
Our portfolio managers discuss factors driving growth in small cap investments.
Healthy demand globally and increases in US production may support energy outlook for several years.
With emerging markets economies expected to expand at more than double the pace of developed markets, the widening growth premium is providing an attractive backdrop for both equity and credit investors, according to Katie Koch of Goldman Sachs Asset Management.
Our portfolio managers discuss the real estate cycle, e-tailers getting physical and the impact of suburban-to-urban migration.
Brook Dane of Goldman Sachs Asset Management discusses three tech trends that are translating into real results now: machine learning and artificial intelligence, cloud computing and the increasing digitization of media.