Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
Many market observers in 2019 believe they have witnessed cyclical warning signs which start the countdown to the next recession, we believe a recession is not a foregone conclusion.
While market volatility remains low, we believe this extended stretch may be followed by episodic pullback, particularly with the current election and geopolitical backdrop. We remind investors that preemptive risk management and strategic portfolio design remain key in this market.
Source: Bloomberg and GSAM. As of January 24, 2020.
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