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.
A stabilizing macro backdrop, convergent growth, and late-cycle opportunity: each is a reason we do not see winter coming for investors. We believe that strategy will be key—we remain pro-expansion, yet pro-reality, attuned to the evolution of late-cycle conditions.
Ongoing US-China trade disputes have coincided with an African Swine Fever outbreak and soaring pork prices in China. Behind the headlines, we see a story of the rising emerging market (EM) consumer. Population growth and rising income are driving Chinese consumer former luxuries like pork into dietary staples. We think global consumption growth may be driven disproportionately by EM economies in the future, creating potential opportunities for companies and investors.
Stay posted on the latest market developments and key themes for your portfolios and practices
View more perspectives on the latest market developments and trends
Access the latest views from our product teams on macro strategies and browse insights by key topics, such as equities, fixed income, money markets and alternatives.
GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.