Which Equity Markets Will Outperform?
What factors could drive global markets in 2026 – and how should investors think about hedging their exposure? Kunal Shah, co-CEO of Goldman Sachs International and global co-head of the Fixed Income,...
16 Jan 13min
Emerging Markets Could Keep Surging
After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, head of emerging market equities in Global Banking & ...
9 Jan 8min
“We Like Bonds”
How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Managem...
19 Dec 202510min
Are More Rate Cuts Coming?
What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? Josh Schiffrin, chief strategy officer and head of Financial Risk...
12 Dec 20257min
Why the Dollar Could Drop
After falling sharply to start the year, the US dollar has been flat over the past eight months. What could drive the next move – and where can traders find the biggest opportunities in currency marke...
5 Dec 202510min
Why Stocks Are Getting Wild
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusse...
25 Nov 20257min
Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, con...
21 Nov 20258min
How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banki...
14 Nov 202510min
