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.
Sectors such as industrials and information technology cited greater concern over the virus' impact. We believe risk management and security selection remain key as investors continue to gain clarity over this fluid situation.
Source: FactSet and GSAM. As of February 14th, 2020.
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