Goldman Sachs Asset Management

Seeking Equilibrium

In this Global Fixed Income Outlook, we discuss some areas in this broadly supportive macro environment where markets may be complacent, and inconsistencies that could find equilibrium in the coming months.

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A Reversal in Expectations

GSAM’s sixth annual Insurance Survey of over 300 global insurance CIOs and CFOs revealed that insurers express a more optimistic view of investment opportunities compared to last year.

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Q2 2017

Checking the Transmission

In this Global Equity Outlook, we explore some of the potential transmission mechanisms, headwinds, and mile posts signalling that optimism in equity markets is successfully transitioning into investor confidence.