GOLDMAN SACHS RESEARCH
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In The Spotlight
In The Spotlight
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Contact UsComplex 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.
Even as the Federal Reserve raised its benchmark rate by 25 bps last week, its eighth hike since 2022, savings account rates have remained low. With inflation at its highest level in four decades, the cost of holding cash is magnified as investors are left with a reality of negative real savings rates. We believe those with significant cash holdings can find similar risk levels in short-duration fixed income and more attractive yields.
Source: Federal Reserve, FDIC, and Goldman Sachs Asset Management.
Inflation continues to be the dominant global concern, even in a world of complex geopolitical dynamics that include military conflict in Ukraine, territorial flexing by China, and entrenched societal polarization. We expect the evolution of inflation and commensurate central bank responses to remain the prevailing theme in 2023. While waiting for the wave to break, however, investors must learn to surf.
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GOLDMAN SACHS RESEARCH
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