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.
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.
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.
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.
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.