Goldman Sachs Asset Management

With Q3 earnings season wrapped, our Fundamental Equity team share key market themes they’ve observed from earnings calls – including AI adoption and competition, rising energy demand, and consumers’ continued focus on affordability. We also spotlight small cap earnings trends and areas to watch in 2025. Read now in Learnings from Earnings: http://ms.spr.ly/6040obBOE

We recently had the pleasure of hosting the Toigo Foundation Groundbreakers Summit New York – an event which aims to empower rising women leaders in the finance industry, enabling them to establish valuable connections and spearhead positive transformation within their industry. We invited Nicole Pullen Ross, region head of the New York Private Wealth Management business and Toigo alum '99, and Jennifer Kopylov, head of Consumer Retail Mergers & Acquisition in Investment Banking, to share remarks at the event. “The only difference between you and the person you admire is time and opportunity,” said Jennifer, passing on advice she once received. “Over time, you will get a chance to grow and be successful in ways that you cannot see right now. And opportunity will come as you develop your expertise, which will enable you to thrive.” We are proud to have a longstanding relationship with Toigo, dating back to 1990 and growing stronger by the year. Thank you to all who attended.

We’re thrilled to have won three awards at the Chief Investment Officer Industry Innovation Awards 2024: ➡ Our Multi-Asset Solutions team won the ESG/Sustainability Award ➡ Ernie Caballero won the Versatility Award, recognizing collaboration, innovation and leadership in an evolving industry ➡ Ernie also won in the Corporate Defined Benefit category of the Asset Owner Industry Innovation Awards We believe these awards reflect our continuing commitment to innovation on behalf of our clients. Read more about the awards: http://ms.spr.ly/6044oXhwG 📸: Casey Fatchett

Are real estate markets starting to pick up? Jim Garman, our global head of real estate, explains the reasons for the “meaningful increase” he sees in investor interest. Read the article in Pensions and Investments: http://ms.spr.ly/6043onpHc

Today we share the news of our private equity team’s majority investment in Synthon, a global leader in complex generic drug development and manufacturing. We are excited to partner with Synthon’s management team and BC Partners to support the company’s future growth journey. Read the press release: http://ms.spr.ly/6046oVHoq

Marc Nachmann, global head of Asset & Wealth Management at Goldman Sachs, joined Bloomberg this week to discuss our growth ambitions and why we’re well positioned to deliver for our clients. In a conversation spanning alternatives and ETFs, watch the interview to hear where we’re focusing next year: http://ms.spr.ly/6047ouh8F

A strong culture sets the foundation of our focus on our clients’ experience and investment performance, said Stephanie Crissy Rader at the Milken Institute’s Middle East and Africa Summit in Abu Dhabi. In a panel discussion about gaining a ‘competitive edge’ in asset management, Stephanie shared her view on the importance of robust origination, rigorous underwriting and risk management, and a detailed knowledge of a client’s needs. Speaking on potential opportunities in the region, Stephanie added that “the Middle East continues to be a strategic growth area for Goldman Sachs” and described how government programs, demographic dynamics, and the under-banking of small and medium enterprises create opportunity in the region. #MIGlobal

We think it’s time for investors to consider broadening out and diversifying their portfolios for the new year, explained Elizabeth Burton on CNBC earlier this week. How could they go about doing so? Look to potential opportunities in small and mid-cap equities in addition to the megacaps, and consider allocations to alternative assets, suggests Elizabeth. Learn why: http://ms.spr.ly/6046oP5z8

How can advisors better support their clients when it comes to alternative investments? Kyle D. Kniffen discusses our goal to provide advisors with greater access to alternative investments and education, and what we’re doing to achieve it. Read the article, as originally published in AdvisorHub: http://ms.spr.ly/6046oO94M

How does the investment landscape look going into 2025? Alexandra Wilson-Elizondo and Stephanie Crissy Rader share our outlook for the new year. Watch more and read our 2025 Outlook in full: http://ms.spr.ly/6043ozBRT