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.
A stabilizing macro backdrop, convergent growth, and late-cycle opportunity: each is a reason we do not see winter coming for investors. We believe that strategy will be key—we remain pro-expansion, yet pro-reality, attuned to the evolution of late-cycle conditions.
Last month was the hottest June that we had globally in 140 years, beating its historical average of 15.5˚C (59.9˚F) by 0.95˚C (1.71˚F).
Source: NCEI and GSAM. As of July 19, 2019.
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