The Latest Outlook for U.S. Equities
Exchanges19 Aug 2020

The Latest Outlook for U.S. Equities

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(601)

Outlook for Equity Markets

Outlook for Equity Markets

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more a...

6 Apr 202118min

A Guide to Bubbles and Why We Are Not in One

A Guide to Bubbles and Why We Are Not in One

A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, dis...

30 Mar 202116min

How Supply-Chain Disruptions Are Impacting Inflation

How Supply-Chain Disruptions Are Impacting Inflation

As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market.  Learn more about your ad choices. Visit m...

26 Mar 20219min

Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of...

23 Mar 202136min

The State of U.S. Corporate Pensions

The State of U.S. Corporate Pensions

Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions p...

19 Mar 20218min

The Case for Investing in Black Women

The Case for Investing in Black Women

In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthcare...

16 Mar 202133min

Higher Rates Unlikely to Derail the US Housing Market Strength

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to...

12 Mar 202111min

How Hedge Funds are Navigating a Volatile Market

How Hedge Funds are Navigating a Volatile Market

Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and the current sentiment among fund managers and alloc...

9 Mar 202116min

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