GSAM refuses to throw in towel on BRICs
BRICs are still a part of broader EM exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management (GSAM).
Goldman Sachs
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Risky assets back in favour amid macro pessimism
An interesting paradox is becoming visible in Expert Investor’s investment sentiment data: while fund buyers’ appetite for risky assets is on the up, their macroeconomic outlook is going the other way.
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Italy is land of opportunity for Goldman Sachs
Goldman Sachs Asset Management is targeting Italy as its biggest growth opportunity for its Luxembourg SICAV, five years after kick-starting a strategy to work with the mutual fund distributors at a local level.
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Distributor roundtable An alternative future
EIE’s editor Dylan Emery invited four of the most senior fund distributors in Europe to discuss industry trends. The conversation revealed that absolute return does not only top fund selectors’ buy lists. It also dominates the agenda of asset management companies.
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goldmine or minefield
Commodities have had a tough time in the past two years. However, in tandem with a recovery in other global markets, natural resources funds could be due a revival. By Esther Armstrong