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2018 Investment Outlook

11 DEC 2017

Kane Brenan of Goldman Sachs Asset Management explains the implications for investors across the major asset classes. As the global recovery broadens, equities—especially emerging market equities—could reach new highs, while investors may want to be cautious on corporate credit and government bonds, among other assets, as interest rates start to move higher.

The bottom line for us [in 2018] is we expect increased volatility throughout the year, but we think it’s too early to begin positioning for underweighting risk assets broadly.

- Kane Brenan

Kane Brenan
Global Head, Co-Chief Investment Officer, Global Portfolio Solutions, Goldman Sachs Asset Management

 


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