2018 has had an eventful start. Markets reached new highs only to be followed by record drops, companies are adjusting to new US tax legislation and tension continues to grow over trade. So where should you invest? In a live roundtable, our senior portfolio managers discussed global economic growth, hints of rising inflation and expected central bank rate hikes. Below, we present highlights from the live discussion.
Neill Nuttall, Co-CIO, Global Portfolio Solutions, says the synchronized expansion will continue in 2018.
Jonathan Beinner, CIO and Co-Head, Global Fixed Income and Liquidity Solutions discusses the pace of global monetary policy.
Steven M. Barry, Chief Investment Officer, Fundamental Equity, GSAM says Europe and Emerging Markets are offering more growth opportunities than the US.
The panel discusses where they see opportunities and risks across all asset classes.
Jonathan Beinner believes it’s on the horizon and discusses how to position your bond portfolio.
The panel discusses the economic cycle, the impact of US tax reform and the depth of a possible correction.