Issues and Outlook 2005: Expansion Continues and Stocks Are Likely to Outperform Bonds

Topics:
Investment Strategy,
Quantitative Analysis
Tags:
Bond,
Software,
Operational Accounting,
Office Suites,
Microsoft Outlook,
Microsoft Office,
Investment,
Groupware,
Goldman Sachs & Co.,
Financial Services,
...
Source:
Goldman Sachs

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Overview: It is a time-honored tradition for forecasters to proclaim the period ahead as being one of the most difficultùeverùto forecast. The list of factors obscuring the path ahead are numerous and varied, ranging from technical changes in domestic accounting to long-term structural changes in the global economy. This report lays out what is considered to be the most probable outcome in the year ahead. It provides a discussion of major concerns but has attempted to incorporate the most likely of these in the base case. The report also reviews the main worries, with a look behind the headlines and into the data.

(Is this item miscategorized? Does it need more tags? Let us know.)

Format: PDF | Size: 421KB | Date: Dec 2004 | Pages: 25

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