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.
Episodic volatility has picked up and markets are abuzz with noise. We believe the backstretch of 2018 remains supportive of risk assets, but sentiment can change rapidly. A strategic commitment to risk management is key.
Our current rate hike cycle has been the longest in the past 40 years, with the strongest rally in S&P 500 returns.
Source: Federal Reserve, Bloomberg, and GSAM. As of August 31, 2018.
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