Goldman Sachs: Top Ten Market Themes for 2013

Posted by

What’s Goldie telling its clients to expect for the coming year?

All emerging markets aren’t created equal, peripheral Europe still offers some systemic risk and the re-acceleration of economic growth after the first half “hump” among other things.

The reason you need to read these things when they come out, even if you think its Muppet Material, is because this is what the consensus is going into the year preparing and positioning for. Even the most diehard contrarian will tell you that step one is understanding the status quo and so-called “conventional wisdom.”

Here are some of Goldman’s key market forecasts followed by the full report embedded below.

GS_Top 10 Themes


This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. eatverts.com commented on Sep 22

    … [Trackback]

    […] Find More Information here to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  2. Small child commented on Sep 25

    … [Trackback]

    […] There you will find 97837 additional Info to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  3. bitcoin loophole commented on Sep 30

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  4. Kimber Guns for Sale commented on Oct 14

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  5. fun88 commented on Oct 28

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  6. cvv fullz commented on Nov 16

    … [Trackback]

    […] Here you will find 49110 more Information to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  7. functional testing services commented on Nov 26

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  8. suzanne goode rehoboth beach commented on Dec 07

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  9. td easy web commented on Dec 13

    … [Trackback]

    […] Here you will find 38971 more Information on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  10. replica rolex commented on Dec 31

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  11. Milwaukee 7145-21 manuals commented on Jan 20

    … [Trackback]

    […] There you can find 56034 more Info on that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

  12. fake watches commented on Jan 28

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2012/12/14/goldman-sachs-top-ten-market-themes-for-2013/ […]

HowIInvestMyMoney