Goldman Sachs Asset Management’s Post

“Asset-based lending is really the next extension of the growth in #PrivateCredit”, says Kevin Sterling, our global head of Investment Grade Credit and Asset Finance. But how does it fit into an investor’s portfolio? Learn more in Kevin’s interview with Private Debt Investor: http://ms.spr.ly/6049l0HmJ

AI, the clean energy transition, and geopolitics are three of the most important forces that could shape the global economy in the years ahead. The challenge for investors is to understand their profound interdependencies and map out their investment implications. In the latest edition of Perspectives, Jared Cohen, Goldman Sachs’ president of global affairs and co-head of the Goldman Sachs Global Institute, and John Goldstein, our head of Sustainability for Asset & Wealth Management, share their insights on the intersections of these key themes. Read the interview: http://ms.spr.ly/6040lL2Uk

"The underlying health of the market still seems fairly robust,” said Luke Barrs, CFA, from our Fundamental Equity business, who spoke with Bloomberg following recent stock market volatility. Hear Luke’s view on market dynamics, interest rate expectations and why we are looking for opportunities in select #technology and small cap stocks. Watch: http://ms.spr.ly/6046lasAo

Kay Haigh and Whitney Watson, our co-heads and co-CIOs of Goldman Sachs Asset Management fixed income and liquidity solutions, have identified three main themes that are shaping the potential opportunities in fixed income markets this quarter. Read our #FixedIncome outlook to explore our analysis in-depth http://ms.spr.ly/6046lScC8

While private debt markets have long been a vital source of capital for mid-sized companies, public debt markets have typically been the domain of larger, well-established companies and governments. Recently, however, we’ve seen a trend of more companies strategically leveraging both public and private capital markets to secure funding. Is this a short-lived trend, or a long-term change? And what are the potential implications for investors? Read our views in the latest edition of #Perspectives: http://ms.spr.ly/6048lSVtI #FixedIncome #PrivateCredit

Over the past week, investors have faced steep downturns in global equity markets and sharp risk-off moves across assets. In our view, market fears are overstated, and we believe it is important to stay invested and stay active. Read our observations on recent market volatility: http://ms.spr.ly/6046lciUy

We are excited to partner with BrightNight to support the business in its next phase of growth, as it continues to build out its differentiated portfolio of utility-scale solar and battery storage #infrastructure across the United States. Read more: http://ms.spr.ly/6041leJPN #energytransition #renewables

We are pleased to share the news of our Hybrid Capital team’s recent investment in SePRO Corporation, a leading speciality environmental restoration company focused on water quality. The investment, made alongside Stanley Capital, aims to further accelerate SePRO’s ability to bring the best-in-class solutions, emerging technologies, and technical support to customers in water management and other sectors through organic growth and acquisitions. “We look forward to partnering with SePRO management and Stanley Capital Partners” said Beat Cabiallavetta, our head of Hybrid Capital. “The company has established itself as a leading provider in the Water Management sector, with a differentiated offering and strong track record, and we are excited to support the next phase of growth.” Read the press release: http://ms.spr.ly/6042ldptI

From finding yield in fixed income to investing in megatrend equities, Ashish Shah, our global co-head and CIO of public investing, shares his view on potential investment opportunities in the second half of the year. Read his op-ed in Barron's: http://ms.spr.ly/6046ldOjM

We are delighted to have supported the take-private of multi-brand beauty and skincare group L’OCCITANE Group, alongside Blackstone. Our Hybrid Capital team participated in the capital investment to support controlling shareholder Reinold Geiger in the acquisition of L’Occitane. Upon delisting, the company will operate as a privately held business, and Reinold Geiger and other existing shareholders will remain controlling shareholders of the company. Moritz Jobke, our head of Hybrid Capital for EMEA, said: “We are excited to embark on the next stage in L’Occitane Groupe S.A.’s development with Reinold Geiger and his team. Partnering with exceptional entrepreneurs is core to our Hybrid Capital strategy and we look forward to bringing the resources of the Goldman Sachs platform to support the business’ growth.” Read the press release: http://ms.spr.ly/6045ljTmJ #Alternatives