yes Trend Must drive Investment Strategy The second half of 2024 is riding on favorable winds of change, from digitalization to decarbonization. This was highlighted in the 2024 Mid-Year Outlook released by Goldman Sachs Asset Management to the media yesterday at a digital event.
Big trends to watch
In particular, as experts emphasize Goldman Sachs Five hours Structural force Key drivers of the megatrend: Decarbonization, Digitizing, Deglobalization, Unstable Geopolitics Egypt Ageing DemographicsInvestors should adopt an active, diversified strategy to seize opportunities arising from energy transition, technological advances and market disruptions.
Private Market Opportunities
One strategy is Trend This applies to Public Marketbut also about Private Market. second Michael Brown“Operational leverage to create value, alignment with long-term growth trends and prudent use of capital are set to be the main factors for corporate success,” said the co-head of global private equity at Goldman Sachs Asset Management. private fair“. also private Credit Long-term secular growth should continue, but asset allocators are underexposed to private credit relative to their objectives. Sentiment in the sector continues to be positive as investors seek diversification and innovation is driving expansion in the private credit space.
Balanced portfolio with hedging capabilities
“this Fragmentation Geopolitics The potential escalation of conflict in the Middle East and Ukraine continues to represent a threat to the risk The U.S. election adds to uncertainty, underscoring wallet balanced and strategies Hedging. Opportunities arising from disruptive technologies, driven by artificial intelligence (AI) and sustainable development, remain top of mind for investors around the world.” Ashish ShahChief Investment Officer of Public Investments at Goldman Sachs Asset Management.
Bond Industry Solutions
“this investor Dynamic strategies should be adopted to manage period and invest in income stable High quality in the well portfolio DiversificationWe favor issuers in sectors that have demonstrated some resilience through economic cycles, including investment-grade bonds of the large banks and high-yield credit in the industrial and energy sectors.” Lindsay Rosnerglobal head of multi-asset fixed income at Goldman Sachs Asset Management.
in short, Goldman Sachs Investors are advised to maintain wallet balanced,use Chance Provided by the Trend and adopt hedging strategies in a complex and changing global environment.