The Goldman Sachs Guide To Surviving 2010

Chart

Here’s a cut of key slides we pulled from Goldman’s massive February ‘Global Themes and Risks’ presentation pack.

Consider it a piece of Goldman’s investor map for 2010.

The survival themes >

[slideshow]
[slide
permalink=”invest-around-exports-and-residential-fixed-investment-since-thats-where-us-growth-will-happen-most-1″
title=”Invest around exports and residential fixed investment since that’s where U.S. growth will happen most.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bf9e60000000000e7e5e1/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”dont-bet-against-us-labor-its-a-better-deal-than-ever-for-companies-2″
title=”Don’t bet against U.S. labour, its a better deal than ever for companies.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfa4c00000000008d0e74/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”remember-not-all-commodities-act-alike-metals-are-what-benefit-most-from-the-brics-3″
title=”Remember, not all commodities act alike. Metals are what benefit most from the BRICs.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfa9400000000001bcae7/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”energy-and-precious-metals-commodities-look-best-for-2010-4″
title=”Energy and precious metals commodities look best for 2010.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfb3d0000000000c5271d/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”dont-bet-on-high-inflation-it-will-remain-very-low-in-2010-so-bet-on-that-5″
title=”Don’t bet on high inflation, it will remain very low in 2010. So bet on that.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfb8e0000000000454645/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”the-sp500-is-still-cheap-its-price-hasnt-kept-up-with-earnings-and-us-gdp-growth-6″
title=”The S&P500 is still cheap. Its price hasn’t kept up with earnings and U.S. GDP growth.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfbd60000000000fae5ec/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”stocks-look-cheap-against-inflation-too-we-only-expect-2-us-inflation-in-2010-which-might-support-an-18x-pe-7″
title=”Stocks look cheap against inflation too. We only expect 2% U.S. inflation in 2010, which might support an 18x PE.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfc3a0000000000056c47/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”credit-markets-are-working-again-thus-dont-be-so-scared-about-companies-who-need-to-refinance-debt-loads-8″
title=”Credit markets are working again. Thus don’t be so scared about companies who need to refinance debt loads.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfcd00000000000e20a74/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”bond-defaults-probably-peaked-which-is-good-news-for-bonds-in-general-9″
title=”Bond defaults probably peaked, which is good news for bonds in general.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bfd0700000000003b309c/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”finally-if-you-pick-an-industry-stay-close-to-it-spending-this-year-10″
title=”Finally, if you pick an industry, stay close to IT spending this year.”
content=”Source: Goldman: ‘Global Themes and Risks, February 2010
image=”http://static.businessinsider.com/image/4b6bf8d000000000002734ec/image.jpg”
caption=””
credit=””
credit_href=””
]
[slide
permalink=”now-dont-miss-11″
title=”Now don’t miss”
content=”20 reasons why the economy is dying and not going to recover >
image=”http://static.businessinsider.com/image/4ae9e5340000000000fc86e2/image.jpg”
caption=””
credit=””
credit_href=””
]
[/slideshow]

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at research.businessinsider.com.au.