Jim O’Neill, Chairman of Goldman Sachs Asset Management, is one of the sharpest economists in the world. He’s the reason why Brazil, Russia, India, and China are referred to as the BRICs.So when he speaks, people listen.
“I passed this around to our own portfolio managers and senior people last week,” said O’Neill. “These are just eight slides I selected from a wider deck.”
What follows are O’Neill’s charts with his commentary.
NOTE: Thanks to Jim O’Neill for giving us permission to feature these slides. You can download them at GoldmanSachs.com.