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GSAM Viewpoints

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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.

EXPANSION CONTINUES: GLOBAL GROWTH REMAINS ABOVE TREND

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.  

Expansion Continues: Global Growth Remains Above Trend Neill Nuttall

An Urge to Converge: Japan and China Equities May Rebound in Late 2018

Robert Surgent, Global Portfolio Solutions, GSAM, says Japanese and Chinese equities may provide boost in the fourth quarter. 

An Urge to Converge: Japan, China May Rebound in 4Q18 Robert Surgent

Finding Momentum: Small CAPS Poised To Lead

Our portfolio managers discuss factors driving growth in small cap investments.

Finding Momentum Small Caps Poised to Lead

Energy Outlook Still Positive

Healthy demand globally and increases in US production may support energy outlook for several years.

Energy Outlook Still Positive Focus on US Production

Mind the Gap: Emerging Markets Growth Gap Widening

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.

Mind the Gap: Emerging Markets Growth Gap Widening Katie Koch

Bricks Over Clicks: Retail Real Estate Future May be Bright(er)

Our portfolio managers discuss the real estate cycle, e-tailers getting physical and the impact of suburban-to-urban migration.

Bricks Over Clicks Real Estate Public and Private

Views from the Valley: Three Tech Trends to Watch

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.

Tech Trends to Watch

Related Insights

July 2018 | Macro Insights
Trade Tensions May Affect Markets, Not Economies

Rising trade tensions are creating a ripple through the global markets. GSAM’s portfolio managers discuss the implications.

Finding Opportunities in Emerging Markets

The Emerging Market landscape has changed significantly over the last few decades. This evolution has created a broader set of opportunities for investors.

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