Tag: outlook

Asset Allocation June 8, 2021

CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds

Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.

Research October 1, 2019

Trade Wars Taking Toll on Global Growth

OECD blames dimming economic outlook on trade tensions, policy uncertainty.

Asset Allocation July 24, 2017

Goldman Sachs Asset Management: Continued Emerging Market Outperformance, Rising Inflation in Second Half

The firm sees widening economic expansion, higher volatility in 2H2017 in its Q3 investment outlook.

Industry White Papers

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. The China bond asset class has offered a high yield pickup vs. developed market government bonds, as well as a lower correlation with other asset classes. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.

India offers tremendous growth potential Despite short-term challenges, India offers tremendous growth potential.