Hedge Fund Outlook for 2024
What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a hig...
16 Feb 20249min
Regional banks back in focus on real estate concerns
Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, dis...
9 Feb 20248min
How geopolitical instability is affecting markets
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Gol...
2 Feb 20249min
Can tech continue to dominate the markets?
Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech In...
26 Jan 20249min
Market takeaways from 2024’s World Economic Forum
What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamen...
19 Jan 20247min
What the latest inflation data means for markets, the Fed, and investors’ portfolios
A pickup in US inflation may push out the timing of the Federal Reserve’s rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset...
12 Jan 20247min
What's ahead for tech stock valuations?
The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sachs Research, discusses the drivers behind recent ...
5 Jan 20246min
As the Fed stays put, markets bet on timing of rate cuts
Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest Fed meeting and what’...
15 Dec 20239min
