Goldman Sachs Maps Out Its Top Ten Market Themes for 2017
They're heavily influenced by President-elect Trump.
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It's not even Thanksgiving yet, but Goldman Sachs Group Inc. is already preparing for 2017. In a note to clients on Thursday, a team led by Chief Credit Strategist Charles Himmelberg released its top ten market themes for next year.
"High growth, higher risk, slightly higher returns," is how the strategists view the year ahead — and it's clear that their outlook has been heavily influenced by the pending regime change in Washington, D.C.