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In The Spotlight
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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.
The US 10-year Treasury yield surpassed 3.8% last week, marking the quickest re-rating in daily yields since 2009. Today, only ~20% of S&P 500 companies have dividend yields higher than the US 10-Year Treasury yield. With elevated rate volatility likely to persist, we believe US equity valuations may continue to face near term pressure, and as such, deriving a greater proportion of returns from cash flows may start to look increasingly attractive.
Source: Bloomberg and Goldman Sachs Asset Management. As of August 31, 2022.
Central banks and inflation are the two main actors in a play not seen in decades. After many unexpected twists and turns, inflation has continued to be a dominant theme, fueled by tight labor markets, supply chain dynamics, and geopolitical tensions. In the US, the Fed has credibly embarked on policy tightening to rein in price pressures. Elsewhere, other major central banks also stand ready to "catch" inflation, though with different policy paths relative to the US.
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