Here's the report from Goldman Sachs Asset Management on what asset management will look like in 2024. I hope you find this interesting.
Active nvestment strategies, a focus on diversification and risk management will be important to navigate 2024 and help deliver alpha. In Goldman Sach's view, it will also be necessary to manage portfolios in an integrated way, enhancing diversification and performance potential by considering both traditional and alternative investments. Focusing on long-term disruption from sustainability trends and technological innovation, including artificial intelligence (AI), can help position portfolios for the global economic transformation.
In an age of unpredictability, dynamic insights and solutions will be needed to steer investment. Goldman Sachs AM synthesized views from across their investment teams and grouped observations around five key themes that they expect to affect markets and investment strategies in 2024:
- Macroeconomy: Living with Higher for Longer
- Geopolitics: Roadmaps for a Reshaped World
- Disruptive Technology: Innovation and AI Acceleration
- Sustainability: Investing with Impact
- Portfolio Construction: Thinking Differently
I know we have asset managers as members, do these resonate? What will your 2024 challenges and opportunities look like?
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Aya Pariy
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