Navigating the volatility in global bond markets
Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and in...
21 Jan 202523min
Keep on truckin’: Will the US continue to outperform other markets?
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and w...
14 Jan 202519min
Navigating 2025: Why investors need to diversify and hedge their portfolios
2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Re...
8 Jan 202523min
A perfect setup for the financial sector?
Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulati...
20 Dec 202426min
The outlook for global deal-making
The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of t...
18 Dec 202422min
Will China’s policy stimulus be enough?
Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in ad...
16 Dec 202427min
Investing in Sports: Women’s Sports and the Future
With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the oppor...
13 Dec 202433min
What investors expect from Trump
Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. L...
9 Dec 202420min
