Our services in the selected country:
  • No services available for your region.
Select Country:
Remember my selection
Your browser is out of date. It has known security flaws and may not display all features of this and other websites

GSAM Viewpoints

EMAIL THIS

Note: Separate multiple email address with a comma or semicolon.

SEND
Send me a copy

EMAIL THIS

Note: Separate multiple email address with a comma or semicolon.

Your Name:

Your Email Address:

OPEN EMAIL TO SEND
Send me a copy

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.

Mapping the Investment Landscape

While we believe that we remain within the expansion phase of the business cycle, evidence suggests that we are moving towards the late stages of the expansion phase. GSAM portfolio managers discuss economic momentum in Europe, the likelihood of Fed rate hikes and the potential of higher volatility in the near term.

The Politics of Investing

After years of relative uncertainty, it now appears that both developed and emerging markets are supporting a global economic recovery. Our portfolio managers discuss the outlook for global markets and how to consider geopolitical hotspots.

The Politics of Investing

Outlook for Oil

How will increases in US oil production impact global supply levels? What is the future of OPEC? How will crude oil be priced in the near term? Our energy and commodity teams discuss the impact of the US on the global energy markets.

Outlook for Oil

Staying the Course in Emerging Markets

Investors today are still underexposed to Emerging Markets—yet strong year-to-date inflows indicate there is a willingness among investors to reallocate to the asset class. We discuss the winners and losers, risks and opportunities that are currently defining the Emerging Markets landscape.

Finding Opportunities in Emerging Markets

Related Insights

June 09, 2017 | GSAM Connect
Observations on the UK General Election

Key takeaways and investment implications from the UK general election.

June 2017 | Macro Insights
Under Pressure: Is Inflation Back?

This month we check the barometer on inflation. We believe a gradual normalization of global price pressures is under way.

Q2 2017 | Global Fixed Income Outlook
Seeking Equilibrium

In this Global Fixed Income Outlook, we discuss some areas in this broadly supportive macro environment where markets may be complacent, and inconsistencies that could find equilibrium in the coming months.

Q2 2017 | Global Equity Outlook
Checking the Transmission

In this Global Equity Outlook, we explore some of the potential transmission mechanisms, headwinds, and mile posts signalling that optimism in equity markets is successfully transitioning into investor confidence.

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.

Contact Us

For More Information
Online Request