Advantage Equities
We strongly believe equities can be an attractive investment and should be a critical component of any strategic asset allocation.
- Goldman Sachs Asset Management Fundamental Equity team
Why we think stocks can still win in a low return environment
At GSAM, we believe that low interest rates are likely to suppress returns for both equities and bonds, but we feel equities may have the relative advantage. However, with markets returning to pre-2008 levels, is it too late to buy equities?
We believe equities are now an attractive investment and should be a critical component of any strategic asset allocation.
To further this argument the GSAM Fundamental Equity team have produced 'Advantage Equities', which explains why we feel stocks can still win in a low return environment. We examine:
- Why we believe global economic growth will be strong enough to support company revenues.
- How dovish central bank policies may prompt equity inflows.
- Why we believe concerns over valuations could be misplaced.
| For more information on our Fundamental Equity offerings, please contact us. |