Goldman Sachs Asset Management has just released its 2025 Outlook report “Reasons to Recalibrate.”
A new report by Goldman
Sachs Asset Management shows that interest rate easing
cycles, geopolitical risk, and post-election policies are
giving investors reasons to refocus.
The report suggests that using a broad, diverse, and global
toolkit across public and private markets could help to deliver
positive outcomes and navigate risk. Ample reasons for
global investors to land on bonds, broaden equity horizons,
explore alternative paths, and pinpoint opportunities amidst
disruption include the fact that a US soft landing in sight,
against a backdrop of late-cycle opportunities and lingering
tail risks.
Slowing UK growth and normalising inflation could also
result in a quicker pace of interest rate cuts, the firm said.
Central banks, including the Bank…
