Summer Review, Fall Preview
Check out our Summer Review, Fall Preview report recapping key economic and financial market news from the summer, and outlining the Goldman Sachs Wealth Management Investment Strategy Group’s (ISG) expectations for the rest of the year on the US economy, fixed income and equities.
Key focus areas for investors for the remainder of the year continue to be US economic data, Fed policy and the risk of recession. Within this report, we discuss:
- Highlights from July and August
- US economic outlook (recession odds; inflation; monetary policy)
- US fixed income outlook
- US equities outlook
- Risks to ISG outlook
- The benefits of taking a long-term view when it comes to investing
Read the rationale behind ISG’s views and why they recommend clients stay invested in a well-diversified portfolio at their long-term strategic asset allocation in Summer Review, Fall Preview.
Remember, your advisor is at the ready to adjust your strategy, explain tradeoffs, and serve as a sounding board. Reach out if you have any questions or concerns about your plan. Don’t have an advisor? Start a conversation.
ABOUT THE AUTHOR
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Please contact your financial adviser with questions about your specific needs and circumstances.
Information and opinions expressed by individuals other than GS PFM employees do not necessarily reflect the view of GS PFM. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice.
