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Goldman Sachs Asset Management: Investment themes 2020

Goldman Sachs Asset Management: Investment themes 2020

Low growth, low inflation and low return a trigger to rethink fixed income investments

(Jan 31): There was a period of time during the late summer when a reality seemed to dawn on many of our European clients — that the world of negative rates was not just a fleeting blip. It now appears likely that we could remain in a negative yielding

Goldman Sachs Asset Management: Investment themes 2020

The year investors define and discover ESG

(Jan 31): The growing focus among asset owners, governments and regulators on ESG (environmental, social and governance) is amongst the largest factors driving change in the way capital is allocated today. The overwhelming majority of pension funds, sover

Goldman Sachs Asset Management: Investment themes 2020

Emerging markets and Japan equities becoming compelling

(Jan 31): Despite 2020 looking like a year that will deliver slower growth, we expect to see a continuation of positive earnings next year, which should continue to drive performance in equities. Short-term periods of volatility remain likely, triggered b

Goldman Sachs Asset Management: Investment themes 2020

Risks have elevated but stay invested

(Jan 31): Our base case is for the global economic expansion to continue in 2020.

Goldman Sachs Asset Management: Investment themes 2020

Asian investors most keen on sustainable investing

(Jan 31): Investors in Asia have a surprisingly high level of interest in sustainable investing, says UK-based asset manager Schroders. Its head of sustainable research, Andy Howard, notes that this is because the speed at which economies are changing in
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