Manage episode 520858379 series 3663402
Goldman Sachs just released their 10-year investment playbook, and it’s a game-changer. Emerging markets expected to deliver 10.9% returns vs just 6.5% for U.S. stocks. AI is reshaping the global economy, but not the way you think. Learn why diversification matters more than ever and where the smart money is positioning for 2025-2035.
In this episode, we break down Goldman’s bold predictions:
Global equities: 7.7% annual returns through 2035
Emerging markets: 10.9% (HIGHEST projected returns)
U.S. stocks: Only 6.5% (LOWEST among major markets)
AI’s $4.4 trillion impact on global economy
KEY TOPICS COVERED:
→ Why U.S. stocks are expected to underperform
→ The emerging markets opportunity (China & India focus)
→ How AI benefits will spread globally, not just Silicon Valley
→ Are we in an AI bubble? Goldman’s take
→ 5 actionable portfolio adjustments for 2025
TIMESTAMPS:
00:00 - Introduction
02:15 - The Big Picture: 7.7% Global Returns
04:30 - Why U.S. Stocks Will Lag (6.5% Returns)
08:45 - The Emerging Markets Opportunity (10.9%)
13:20 - AI: The Great Equalizer
17:40 - AI Bubble Debate
21:15 - Portfolio Strategy: 5 Key Takeaways
26:30 - Final Thoughts & Action Steps
MENTIONED IN THIS EPISODE:
• Goldman Sachs 10-Year Global Outlook
• McKinsey AI Economic Impact Report
• S&P 500 Valuation Analysis
• Emerging Markets Performance Data
Resources & Links:
Https://www.momentouswealthadvisors.com
DISCLAIMER: This content is for educational purposes only and does not constitute financial advice. Consult with a qualified financial advisor before making investment decisions.
INVESTMENT PROJECTIONS (2025-2035):
- Emerging Markets: 10.9% annually
- Asia (ex-Japan): 10.3% annually
- Japan: 8.2% annually
- Europe: 7.1% annually
- United States: 6.5% annually
- Global Average: 7.7% annually
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90 episodes