400 Professionals. One View. What Could Possibly Go Wrong?

What could possibly go wrong?

Goldman just surveyed more than 400 institutional investors, and the message was clear: everything is bullish, everywhere, all at once. Growth is strong, central banks are dovish, equities keep winning, rate cuts are coming and recession fears have all but disappeared. Three straight years of double-digit global equity returns have turned optimism into consensus. When economic confidence, policy easing, risk-on positioning, and asset allocation all point the same way, history usually asks one uncomfortable question: what could possibly go wrong?