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In The Spotlight
Alternatives - Private Credit
Investing globally and across the capital structure, our private credit platform combines deep expertise and long-standing relationships with high caliber sponsors globally with the goal of identifying attractive risk-adjusted return opportunities across the credit spectrum.Read More -
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Perspectives
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Contact UsNew Challenges, New Opportunities
Investors face a new set of challenges as 2022 begins. US inflation is at its highest level in 40 years. China appears ready to tolerate slower growth today in exchange for a more resilient economy tomorrow. Risk asset valuations remain elevated and, despite a recent increase, interest rates remain near historic lows. Navigating this environment successfully will require skill and close attention to market dynamics. But we believe compelling opportunities exist. We invite you to explore our key themes of 2022 and the potential sources of attractive returns they could create.
Explore the Themes
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Rising Rates and The Policy Unwind
January 13, 2022 The era of rock bottom interest rates may finally be ending. Read More -
Beta Gives Way to Alpha
January 13, 2022 At current high valuations, the ability to generate alpha will be more important. Read More -
Looking Beyond US Equities
January 13, 2022 It may be time to diversify into other regions and global thematic strategies. Read More -
Sustainability Revolution
January 13, 2022 Sustainable strategies have increasingly been able to have a positive impact and generate competitive long term performance. Read More -
China: Too Big to Ignore
January 13, 2022 Even as growth slows, investment opportunities abound in the world's second largest economy. Read More -
Emerging Opportunities in Emerging Markets
January 13, 2022 A diversified emerging market strategy may offer attractive return potential. Read More -
Using Disruption to Your Advantage
January 13, 2022 Investment returns may increasingly be driven by companies that best respond to technological innovation and other disruptive trends. Read More
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FE 2022 Top Equity Ideas
February 1, 2022 In this changing macro environment, where inflation is likely to lead to rising interest rates, equity investors will need access to secular growth megatrends while navigating inflation. 2022 Equity Ideas highlights several strategies with potentially strong exposure to secular growth, discuss the growing importance of environmental, social and governance (ESG) considerations and explore the idea of using real assets and public equities as complements to private investments. Read More -
GSAM Featured InsightsQuantitative Investment Strategies Key Themes: 2021 Year in Review
February 1, 2022 In 2021, we observed rising prices, surging investor demand for ESG-focused funds, a wave of new Chinese regulations, and new consumer spending and trading habits. The Key Themes: Year in Review highlights the trends we’ve monitored and what they tell us about the evolving market environment as we head into a new year. Read More -
Municipal Outlook 2022: The Journey Home
January 13, 2022 With interest rates projected to head higher and credit spreads at the lower end of historical averages, we believe it is time for investors to pare credit risk back to neutral and re-visit their core municipal allocation by opportunistically extending duration and strategically deploying cash. Learn more in our Municipal Fixed Income Outlook 2022. Read More -
Multi-Asset Solutions Outlook 2022: Intensified Fed Policy Uncertainty Adds Market Volatility as Inflation Path Remains Elusive
January 13, 2022 Until recently, the economic expansion that followed the Global Financial Crisis seemed like it would never end. Then it appeared to do just that when the pandemic hit in early 2020, only to give way to a new cycle of growth and optimism. We invite you learn more in our Multi-Asset Solutions Outlook 2022 where we review our market observations, our outlook, and downside risks to consider. Read More -
Fixed Income Outlook 1Q 2022: Goldilocks and The Three Bulls or Bears?
January 13, 2022 In 2022, faced with a complex macro backdrop, central banks will be seeking to deliver “goldilocks” policy normalization to keep inflation in check - neither too hot nor too cold. The temperature of financial markets will depend on the balance between bearish and bullish factors. Learn more in our Fixed Income 1Q22 Outlook: Goldilocks & The Three Bulls or Bears? where we discuss growth, inflation, monetary policy, interest rates, sustainability and much more. Read More
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