By Tony Pasquariello, Goldman head of hedge fund sales
When you have a little distance from the screens and take stock of the structural themes that are driving asset markets -- AI, cloud, biotech, GLP-1, onshoring, defense, power, Japan, India -- it’s striking how rich the opportunity set has been.
While there’s always something to do somewhere in the markets, I’ve been around long enough to know the game is not always this exciting and actionable; said another way: “muddle through” or “secular stagnation,” this certainly is NOT.
