Wealth Management Investment Strategy Group (ISG) — 2025 Outlook
Keep On Truckin'
The two key themes that have underpinned ISG's investment recommendations since the trough of the global financial crisis — US Preeminence and Stay Invested — remain intact. Connect with an advisor to learn more about these investment themes and ISG's recommendations for individual investors.
Connect with us today.
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Wealth Management Investment Strategy Group (ISG) — 2025 Outlook
Keep On Truckin'
The two key themes that have underpinned ISG's investment recommendations since the trough of the global financial crisis — US Preeminence and Stay Invested — remain intact. Connect with an advisor to learn more about these investment themes and ISG's recommendations for individual investors.
Connect with us today.
By submitting this information, you hereby authorize and request that Goldman Sachs Private Wealth Management, and its affiliates, contact you with information about their services at the telephone number and email you provided, even if you have previously requested that we not contact you for marketing purposes. In addition, you acknowledge that we will use your information as described in our Privacy Policy. If you are based in the US, we may share your information with our affiliates, including Goldman Sachs Ayco.
US Preeminence: The Gap Widens
The gap between the US and other developed and emerging market countries continues to widen across key economic and financial market metrics. ISG shows that no major country will catch up to the US across most of these metrics for the foreseeable future, if ever. Read more, along with ISG's views and investment recommendations in their 2025 Outlook report, Keep On Truckin'.
Watch Sharmin Mossavar-Rahmani, head of ISG and chief investment officer of Goldman Sachs Wealth Management, talk through the key themes from this year's outlook.
Illustrating US Preeminence | The Gap Widens
The cover art for our Outlook depicts how the gap between the US and other developed and emerging market countries continues to widen across key economic and financial market metrics, and no major country will catch up for the foreseeable future, if ever.
The US has been the world's largest economy since the 1980s and ISG believes it will remain so for the foreseeable future. They show the gap between the US and the rest of the world will continue to widen.
Questions From Our Clients
After such a long run of US equity outperformance, clients are asking questions about our strategic and tactical asset allocation views.
- US Equities
- Non-US Equities
- Cash or Bonds
- Gold or Bitcoin
Allocate all public equity exposure exclusively to the US?
No. While ISG recommends an overweight to US equities, they do not recommend a zero allocation to non-US equities. ISG does not expect US equities to outperform by the same magnitude we have seen over the last 15 years, and many world-class companies are located outside the US and are attractively valued.
Wealth Management Investment Strategy Group
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