GOLDMAN SACHS RESEARCH
In The Spotlight
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.
Source: Bloomberg and Goldman Sachs Asset Management as of May 23, 2024.
In this edition of the Market Know-How, we consider how investors may relieve the pressures of excess cash and single stock concentration by using exchange funds for a diversified basket without triggering a capital gains tax, transitioning concentrated positions into liquid, diversified portfolios in a tax-efficient manner via tax-advantaged SMAs, and extending duration to take advantage of the low cost of being early with potential Fed cuts on the horizon.
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Triannual insights on market conditions and timely investment ideas
Monthly market commentary coupled with insights on portfolio construction
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Access the latest views from our product teams on macro strategies and browse insights by key topics, such as equities, fixed income, money markets and alternatives.
GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.
Weekly update on key developments across macro and sector strategies
Monthly synthesis of key insights and macro views
Clear and explainable guidance on the construction of long-term strategic portfolios
Tailored business strategies designed to strengthen key aspects of your practice