Global Geopolitical Realignment Has Long-Term Investing Implications
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Tag: Goldman Sachs Asset Management
Asset Allocation
Bond Market Volatility Expected to Persist
Significant changes from President-elect Trump’s fiscal policies are likely to have an impact into the second half of 2025 and beyond, bond market sources say.
Newsmakers
Ayesha Parra Appointed Global Head of Alternatives at Russell Investments
Parra will oversee the firm’s business strategy for its alternatives platform.
Pensions
Robust June in Stocks Puts an ‘Exclamation Point’ on Pension Funding
U.S. corporate funding levels stay high as the likelihood grows of an interest rate cut later this year.
Asset Allocation
How Sustainability Disclosures and Regulations Benefit Investors
Information becoming available under new regulatory disclosures can be beneficial for investors looking to make sustainable investments.
Pensions
UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans
The company's investment staff will join GSAM, following one of the largest OCIO mandates to date.
Research
Insurers Increasingly Interested in Private Credit, Per GSAM
Insurers who manage $13 trillion in the Americas and APAC see high returns in private credit, according to Goldman Sachs’ 13th annual global insurance survey.
How Investors Are Utilizing Artificial Intelligence
Generative AI tools show promise but, for now, are mostly used for clerical tasks.
Alternatives
Goldman Sachs Asset Management Announces Partnership With Ontario Municipal Employees Retirement System
The partnership aims to invest in senior direct lending opportunities in Asia Pacific.
Asset Allocation
Markets Trend Positively for Investors, but Uncertainty Remains
New data and economic forecasts predict a soft landing, but investors may need help navigating higher inflation and hard-to-predict costs.
Asset Allocation
BAE Systems Outsources Management of 2 UK Pension Funds to Goldman Sachs
At 23 billion pounds, the OCIO mandate is the largest in UK history, according to the asset manager.
Asset Allocation
Emerging Markets Remain Under Pressure
Investors looking for global diversification have had a tough time in recent years, but there are pockets of opportunity.
Asset Allocation
Insurers Tap Money Managers for Opportunities in Real Estate, Private Credit Markets
A recent surge in home construction has insurers eyeing investment opportunities in the single-family and multi-family residential sectors.
How Managers of Pension Funds, OCIOs Are Approaching Risk
Whether aiming to transfer or reduce risk or looking to diversify, managers are considering a wide range of options, including private credit.
Asset Allocation
Corporate Pension Funds Are in Good Shape, So What’s the Worry?
Goldman’s Michael Moran warns against complacency and issues some warnings.