Why Market Fundamentals Are Stronger Than You Think

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After a volatile start to the year, many major equity markets have posted relatively flat returns to date, a sign that investors see lukewarm prospects for global growth and feel there are limited investment opportunities. Despite headwinds, Katie Koch of Goldman Sachs Asset Management sees bright spots in equity market fundamentals around the world, from a better-positioned consumer in the US to corporate governance improvements in Japan to the impact of low oil prices in India.

In the 2Q 2016 Global Equity Outlook, “Seeing the Potential in the Fundamental,” GSAM’s Fundamental Equity team provides an overview of key macro themes influencing global equity markets.