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.
In our view, 2018 is unfolding much like a performer walking a tightrope. Risk is considerable, but manageable, and best addressed by balance, agility, and focus.
As the 2018 US midterm elections approach, we have observed that equity market returns have historically stayed muted prior to the election, potentially due to increasing uncertainty of the election winner.
Source: Goldman Sachs Global Investment Research and GSAM. As of May 2018.
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Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.