Riding the AI Wave
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency...
1 Touko 15min
Big Opportunities in Small Cap Equities
After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, h...
24 Huhti 10min
Chase or Fade the Rally?
US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us ...
17 Huhti 11min
Big Tech Opportunity
After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith,...
10 Huhti 9min
“I’d Rather Be a Bond”
Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset M...
27 Maalis 10min
"The Market Is Fragile"
While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs ...
20 Maalis 10min
Untangling Signals of Market Stress
Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic tr...
13 Maalis 10min
New Worries
A weaker-than-expected employment report, and increasing geopolitical concerns, are leading to significant market volatility. How should investors make sense of this environment? Josh Schiffrin, Chief...
6 Maalis 8min
