The Outlook for Financial Services
Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges...
13 Dec 202222min
Asset Allocation Outlook for 2023: Greater Diversification and Divergence
Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman S...
6 Dec 202224min
The Path to Net Zero: Managing the Transition
Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization ...
29 Nov 202218min
Central bank tightening: what could break?
Central banks’ aggressive policy tightening has raised concerns about what could break in a global financial system accustomed to low rates. In the latest Exchanges at Goldman Sachs, Goldman Sachs’ Al...
22 Nov 202224min
Europe’s Energy Crisis: End in sight or far from over?
Plentiful natural gas supplies and mild weather across Europe are creating optimism that the continent may be able to avoid shortages and blackouts this winter. But is that optimism premature? In the ...
15 Nov 202224min
Breaking Down the U.S. Midterm Elections: What’s Next for Policy, Markets and Economic Growth
As the voting continues from the U.S. midterm elections, the results so far indicate a status quo in country’s political divisions. But what does a divided Congress mean for policy, markets and econom...
10 Nov 202227min
Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode...
8 Nov 202222min
Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman S...
1 Nov 202220min
