Goldman Sachs Asset Management’s Post

“Now is the time for #FixedIncome,” believes Lindsay Rosner, CFA, as she explained in a recent interview with CNBC. Why? “Monetary policy is going to be winds at the sails, and there are real yields to harvest in fixed income right now.” Watch the interview to learn more: http://ms.spr.ly/6048lzQFo

We are excited to share news of our recent sale of shareholdings in LumApps, a leading software-as-a-service next-generation intranet platform provider, headquartered in France. Our Growth Equity team originally invested in LumApps in 2020 and the company has since grown to serve more than five million users and around 700 clients worldwide. We thank the LumApps team and wish them the best in their continued growth. Read the press release: http://ms.spr.ly/6048lJave

We are pleased to announce our private equity team’s recent investment in TAIT, a global leader in enabling live entertainment and experiences, which partners with some of the world’s most influential artists, brands, and institutions. We believe TAIT benefits from secular tailwinds as the entertainment space continues to grow in scale and complexity, and we look forward to supporting the company as it continues to broaden its technology offering and market coverage. Read the press release: http://ms.spr.ly/6041ly25x #PrivateEquity

Which factors should investors consider as they construct their portfolios for the second half of 2024? Our co-CIO of Multi-Asset Solutions, Alexandra Wilson-Elizondo, shares her view: http://ms.spr.ly/6049YAe4T #GSExchanges

Climate investing is changing. The focus used to be only on green “enablers,” the companies providing solutions to help support the global drive toward net-zero. Now many investors are realizing that if the goal is to decarbonize the real economy, that’s where capital needs to go. Their focus is shifting to include “improvers,” the companies – many in high-emission sectors of the economy – that are actively transitioning from gray to green. This expanded focus is where investors may potentially unlock value. Read our views on where we think investors can capture opportunities in the business of the low-carbon transition: http://ms.spr.ly/6044YfnWj

It was a pleasure to welcome clients to our annual Insurance Investment Conference in New York earlier this month. Sessions focused on the theme of transition and transformation – in markets, technology, and #insurance investors’ needs. Among the speakers to join the conference was John Waldron, Goldman Sachs’ President and COO, who discussed the benefits of serving our insurance clients comprehensively and holistically. View select highlights from the conference below ⬇

Our Private Credit team has a long history of providing financing solutions across the capital structure and we are excited to announce some of our most recent investments ⬇️ Read more about our recent transactions: http://ms.spr.ly/6044YLjTq #PrivateCredit

Good luck to Len Ioffe, a senior portfolio manager in our Quantitative Investment Strategies Group, and the rest of the Goldman Sachs Corporate Chess Team who are taking part in the finals of the FIDE World Corporate Chess Championship this weekend. Read about the competition in the The Wall Street Journal: http://ms.spr.ly/6046Yaac4

Last week at #SuperReturn in Berlin we had the pleasure to meet with clients and industry participants to discuss some of the key trends at the forefront of alternative investing. “Looking ahead at the landscape for private equity, I feel we will be going back to an environment where managers will need to focus on accelerating value – working to enhance portfolio companies strategically and operationally in order to generate results”, said Marc Nachmann, global head of Asset & Wealth Management at Goldman Sachs, in a session on innovation and portfolio construction. Discover our views on #alternatives: www.gsam.com/alternatives