Goldman Sachs Asset Management

As we head into 2025, investors face a range of new dynamics. We're cautiously optimistic that sustained growth can be achieved as central banks gradually ease policy, but tail risks could knock things off balance. What should investors watch for as they recalibrate their portfolios? Discover our views in our 2025 Outlook: http://ms.spr.ly/6043obJcS

We recently returned from a trip to India with several of our global clients, where we met with key policymakers, corporate leaders and startup founders to gain a deeper insight into the opportunities and challenges likely to influence the country’s long-term growth story. Discover our observations and investment views from the trip: http://ms.spr.ly/6048obJyq

After several decades of increasing global economic integration, we believe the world is now facing greater geo-economic fragmentation. Governments and corporations have begun prioritizing supply chain security, resource security, and national security, and we believe this trend will continue. What implications might this have for the global economy? Take part in our poll to share your opinion below ⬇ and read our views here: http://ms.spr.ly/6045obysz

With Q3 earnings season wrapped, our Fundamental Equity team share key market themes they’ve observed from earnings calls – including AI adoption and competition, rising energy demand, and consumers’ continued focus on affordability. We also spotlight small cap earnings trends and areas to watch in 2025. Read now in Learnings from Earnings: http://ms.spr.ly/6040obBOE

We recently had the pleasure of hosting the Toigo Foundation Groundbreakers Summit New York – an event which aims to empower rising women leaders in the finance industry, enabling them to establish valuable connections and spearhead positive transformation within their industry. We invited Nicole Pullen Ross, region head of the New York Private Wealth Management business and Toigo alum '99, and Jennifer Kopylov, head of Consumer Retail Mergers & Acquisition in Investment Banking, to share remarks at the event. “The only difference between you and the person you admire is time and opportunity,” said Jennifer, passing on advice she once received. “Over time, you will get a chance to grow and be successful in ways that you cannot see right now. And opportunity will come as you develop your expertise, which will enable you to thrive.” We are proud to have a longstanding relationship with Toigo, dating back to 1990 and growing stronger by the year. Thank you to all who attended.

We’re thrilled to have won three awards at the Chief Investment Officer Industry Innovation Awards 2024: ➡ Our Multi-Asset Solutions team won the ESG/Sustainability Award ➡ Ernie Caballero won the Versatility Award, recognizing collaboration, innovation and leadership in an evolving industry ➡ Ernie also won in the Corporate Defined Benefit category of the Asset Owner Industry Innovation Awards We believe these awards reflect our continuing commitment to innovation on behalf of our clients. Read more about the awards: http://ms.spr.ly/6044oXhwG 📸: Casey Fatchett

Are real estate markets starting to pick up? Jim Garman, our global head of real estate, explains the reasons for the “meaningful increase” he sees in investor interest. Read the article in Pensions and Investments: http://ms.spr.ly/6043onpHc

Today we share the news of our private equity team’s majority investment in Synthon, a global leader in complex generic drug development and manufacturing. We are excited to partner with Synthon’s management team and BC Partners to support the company’s future growth journey. Read the press release: http://ms.spr.ly/6046oVHoq

Marc Nachmann, global head of Asset & Wealth Management at Goldman Sachs, joined Bloomberg this week to discuss our growth ambitions and why we’re well positioned to deliver for our clients. In a conversation spanning alternatives and ETFs, watch the interview to hear where we’re focusing next year: http://ms.spr.ly/6047ouh8F

A strong culture sets the foundation of our focus on our clients’ experience and investment performance, said Stephanie Crissy Rader at the Milken Institute’s Middle East and Africa Summit in Abu Dhabi. In a panel discussion about gaining a ‘competitive edge’ in asset management, Stephanie shared her view on the importance of robust origination, rigorous underwriting and risk management, and a detailed knowledge of a client’s needs. Speaking on potential opportunities in the region, Stephanie added that “the Middle East continues to be a strategic growth area for Goldman Sachs” and described how government programs, demographic dynamics, and the under-banking of small and medium enterprises create opportunity in the region. #MIGlobal