Goldman Sachs Exchanges

Keep on truckin’: Will the US continue to outperform other markets?

37 snips
Jan 14, 2025
Sharmin Mossavar-Rahmani, head of the Investment Strategy Group at Goldman Sachs Wealth Management, shares her insights on the enduring dominance of the U.S. equities market. She discusses the robust outlook for U.S. investments, despite current high valuations, and the need for a strategic shift toward private investments. The conversation also covers China's economic struggles compared to Japan, the evolving role of gold, and the importance of strategic asset allocation to navigate market volatility effectively.
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INSIGHT

US Preeminence

  • The "Keep on Truckin’" title signifies the continued dominance of U.S. markets.
  • The U.S. economy's lead over others is growing.
ADVICE

Stay Invested

  • Stay invested in U.S. equities despite high valuations.
  • Current valuations don't predict next year's returns; earnings and economic backdrop matter more.
INSIGHT

Valuation Myth

  • Equity valuations don't revert to a long-term post-World War II mean.
  • This is a myth, suggesting alternative valuation models are needed.
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