Information Board - Security Analysis and Portfolio Management

 

Why global equities are poised for “fat and flat” returns

Published on03 JUL 2023

https://www.goldmansachs.com/intelligence/podcasts/episodes/07-03-23-oppenheimer.html

Emerging stock markets projected to overtake the US by 2030 - Goldman Sachs Research.

Published on22 JUN 2023

The stock market capitalization of emerging markets is forecast to eclipse that of the U.S. and other developed markets in the coming years. 

The projection is that EMs’ share of the global equity market will rise from around 27% currently to 35% in 2030, 47% in 2050, and 55% in 2075. India is expected to have the largest increase in global market cap share — from a little under 3% in 2022 to 8% in 2050, and 12% in 2075 — reflecting a favorable demographic outlook and rapid growth in GDP per capita. China’s share will rise from 10% to 15% by 2050 but, amid a demographic-led slowdown in potential growth, it’s expected to then decline to around 13% by 2075.  

https://www.goldmansachs.com/intelligence/pages/emerging-stock-markets-projected-to-overtake-the-us-by-2030.html

What’s next for U.S. Treasuries

Published on02 JUN 2023

https://www.goldmansachs.com/intelligence/podcasts/episodes/whats-next-for-us-treasury-issuance.html