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January 12, 2013
GOAL: Global Opportunity
Asset Locator
Portfolio Strategy Research
Still pro-risk, but downgrading commodities to neutral
Macro outlook: Global growth acceleration in 2013 Anders Nielsen
+44(20)7552-3000 anders.e.nielsen@
We expect global growth to improve from 3.1% in 2012E to 3.3% in 2013, Goldman Sachs International
and to accelerate further to 4.1% in 2014. We see this year as improving
upon last year in three other dimensions: (1) our profile for growth shows Peter Oppenheimer
+44(20)7552-5782 peter.oppenheimer@
sequential acceleration through the year; (2) European risks are smaller Goldman Sachs International
than in 2012 following the ECB’s OMT programme; and (3) the oil supply
constraint on global growth is loosening. In the near term, we could see Jeffrey Currie
(212) 357-6801 jeffrey.currie@
headwinds from the debt limit negotiations and continued sluggish US Goldman, Sachs Co.
growth in 1Q2013E, before reacceleration later in the year.
Francesco Garzarelli
+44(20)7774-5078 francesco.garzarelli@
Our views across asset classes Goldman Sachs International
Equities: We maintain our
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