Jessica Jones
Goldman Sachs Asset Management (“GSAM”) has confirmed its key themes for the 2015 GSAM Investment Forums to be held in Sydney, Melbourne, Brisbane and Perth.
At each event, a panel of international and local experts will share their perspectives on the key trends shaping today’s market environment and the potential implications for Australian investors.
The key themes on the agenda include:
- Central bank policy divergence – With interest rates at record lows and differing central bank perspectives, where can investors find opportunities in global and domestic fixed income markets and what does this divergence mean for the positioning of fixed income portfolios?
- Importance of fundamentals in Australian equity investing – Weakness in the Australian dollar, low interest rates and low commodity prices are all creating distortions in the market, emphasising the need for high-quality investments and a solid understanding of what current market valuations mean for Australian equity allocations.
- Using a more liquid approach to alternative investing – Strategic diversification during difficult times in core equity and core fixed income markets, with the potential to reduce the risk in investment portfolios.
Jessica Jones, Managing Director and Head of Third Party Distribution at Goldman Sachs Asset Management for Asia Pacific (ex-Japan), said “The divergence in global markets brings significant challenges and opportunities for investors all over the world. GSAM’s Investment Forum provides insights for Australian investors on the range of strategies available to actively manage portfolios amidst this divergence and uncertainty.
“During the sessions we will explore the importance of fundamentals, along with more dynamic approaches within fixed income and alternative investments.
Insights will be provided into the benefits of quality investments in fixed income, domestic equities and liquid alternatives to take advantage of the current market environment.”