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July 2018 | Macro Insights

Trade Tensions May Affect Markets, Not Economies

July 2018

Below, GSAM’s portfolio managers discuss trade tariffs and the impact to China, emerging markets and the global economy.

PODCAST: Trade Tensions -- May Affect Markets, Not Economies Listen to the complete podcast

Still In the Middle of the Tariff Process

Alec Phillips, Chief US Political Economist, Global Investment Research, says while we’ve heard a lot of proposals on tariffs, only a fraction have been imposed.

Global Growth Still on Track

Alec Phillips, says taking everything into account, estimates for US and global GDP are still on point.

Momentum in China has Stalled

Sam Finkelstein, Deputy CIO of Global Fixed Income and Global Head of Emerging Markets, discusses measures policy makers have taken to help the economic outlook for China.

China’s Currency Weakness is Welcome

Sam Finkelstein says recent currency weakness is a measure to ease financial conditions and stimulate growth.

Emerging Markets Feel Pressure, But Still Attractive

The panel discusses the relative valuation in emerging markets equity and how pockets of turbulence is inevitable when you’re looking across more than 60 countries.

What Does This Mean for Investors?

The panel discusses where they see volatility related to trade and other political developments and potential opportunities across all asset classes.

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