Goldman Sachs Asset Management

We are pleased to announce that our infrastructure business has recently signed an agreement to acquire Melita Ltd., a leading digital infrastructure owner and operator in Malta, which delivers broadband and mobile connectivity and data center solutions to households and businesses. Melita has established itself as a market leader with a high-quality network, large customer base and top-tier executive team. This investment continues our infrastructure team’s long history of partnering with businesses across four key thematics – digital infrastructure, energy transition, transportation and logistics, and the circular economy – to support their growth and operating excellence. We look forward to continuing to work with the Melita team. Read more in the press release: http://ms.spr.ly/6041WaJnt

Where are the potential opportunities for tech investors in 2025 – in AI and beyond? As the Q3 earnings season progresses, our Fundamental Equity Team’s Sung Cho joined CNBC to discuss parts of the AI and non-AI tech ecosystems he is bullish on: http://ms.spr.ly/6046WQx0Y

As 2025 approaches, investors face new dynamics that could have a significant impact on their portfolios. Interest rate easing cycles, geopolitical risk and post-election policies provide reasons to refocus and recalibrate in the new year. We have synthesized our views into five key themes and the potential investment opportunities they may create. Read our Asset Management Outlook to understand how the investment landscape – and your portfolio – may look different in 2025: http://ms.spr.ly/6043WtiA7

“We’re optimistic going into 2025. There is good momentum in the corporate sector and we’re enthusiastic about global equities,” said Gregory Calnon, CFA, our global co-head of public investing, speaking to investors at our 2024 Asia Investment Summit across Singapore and Hong Kong last week. Equity markets in India and Japan are two areas that Greg is particularly positive about in the region. The summit’s attendees also heard that fixed income continues to be an important anchor for investors to build out robust portfolios. “We are mindful that there will be more uncertainties, more volatility and more unpredictability. So allocating to credit and other spread sectors will be beneficial as the corporate sector is doing well,” Greg said. Despite the run in equities and tighter credit spreads, there is “more room to run” for these asset classes, he added.

Infrastructure is being redefined, as the ways we live, move, and communicate evolve. Some of the most important megatrends of our lifetimes are transforming the scope of infrastructure far beyond roads and bridges. How can investors navigate a changing opportunity set and evaluate different drivers of performance? Read the views of Sydney McConathy and Juliana Hadas, CFA in our latest edition of Asset Management Perspectives: http://ms.spr.ly/6045WqZOT

How might investors think about portfolio positioning following the US election? Read our investment views and hear from Alexandra Wilson-Elizondo, co-CIO of Multi-Asset Solutions, and Ashish Shah, CIO of Public Investing, in a conversation with Matt Gibson, head of our Client Solutions Group: http://ms.spr.ly/6043WoHFb

Investors are looking to allocate to a wider range of alternatives strategies, according to our 2024 Private Markets Diagnostic Survey. Elizabeth Burton and Dan Murphy discuss which strategies are in focus as we go into the next year. Watch the conversation in full and read the report: http://ms.spr.ly/6043WYZ4z

Kristin Olson explains why individual investors are increasing their portfolio allocations to alternatives, what to look for in a manager, and how a financial advisor may help ⬇️

We are excited to announce our private equity team’s recent investment in Sila Services, a leading US provider of residential heating, ventilation, air conditioning, plumbing and electrical services operating across the Northeast, Midwest and Mid-Atlantic regions. We believe Sila Services benefits from multiple structural tailwinds in the residential services industry and are thrilled to partner with their management team to help further accelerate the company’s growth trajectory. Read the press release: http://ms.spr.ly/6046W9qMj

After a standout summer, we see potential for small caps to shine in 2025, helped by rate cuts and valuation tailwinds. Read the views of Hania Schmidt, CFA and Jen (Jiali) Nusser, CFA on why the small cap opportunity set looks hard to ignore: http://ms.spr.ly/6049W9K5U