Faster, Higher, Stronger
This edition of Market Know-How will focus on summarizing our macro expectations and providing a framework for positioning over the rest of 2021.
We emphasize:
- Investing sustainably in an increasingly disrupted world.
- Moving down in market cap, out in geographic exposure, and forward in diversity.
- Focusing on high-quality fixed income as a key to risk management irrespective of interest rate levels.
Read more.
To discuss further, please contact Martijn Hoogendijk, +31 (0)20 504 25540.
For full information and important disclosures please follow the links provided. Views and opinions expressed are for informational purposes only and do not constitute a recommendation by GSAM to buy, sell, or hold any security. Confidentiality: No part of this material may, without GSAM’s prior written consent, be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorized agent of the recipient. ©2021 Goldman Sachs. All rights reserved.
