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Talk to UsJuly 2018
Below, GSAM’s portfolio managers discuss trade tariffs and the impact to China, emerging markets and the global economy.
Alec Phillips, Chief US Political Economist, Global Investment Research, says while we’ve heard a lot of proposals on tariffs, only a fraction have been imposed.
Alec Phillips, says taking everything into account, estimates for US and global GDP are still on point.
Sam Finkelstein, Deputy CIO of Global Fixed Income and Global Head of Emerging Markets, discusses measures policy makers have taken to help the economic outlook for China.
Sam Finkelstein says recent currency weakness is a measure to ease financial conditions and stimulate growth.
The panel discusses the relative valuation in emerging markets equity and how pockets of turbulence is inevitable when you’re looking across more than 60 countries.
The panel discusses where they see volatility related to trade and other political developments and potential opportunities across all asset classes.
