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.
Investors today face a market of pressure points. While markets may come under pressure in 2019, we are both confident in the continued global expansion and cautiously optimistic of late-cycle conditions.
The upside of beta-driven trades strikes us as limited; investors should consider more idiosyncratic positioning across sectors and regions, higher income with lower betas, and an expanded selection of asset classes.
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GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.