Moving past uncertainty

Philip Moffitt | Goldman Sachs Asset Management | Q1 2013

Heading into 2013, we are relatively optimistic about the outlook for global growth and the US in particular. US growth has been stuck at about 2% for the last few years, but we think the economy could gain momentum in 2013 from two main sources. First, the ongoing housing recovery appears very durable and improving home prices are beginning to feed through into economic activity. Second, we think business investment could improve as poli...