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An unexpected asset could now be the best 60/40 portfolio hedge
The US dollar could be a good addition to 60/40 portfolios for investors nervous about the risk of stocks and bonds falling in tandem, says Christian Mueller-Glissmann of Goldman Sachs Research.
What tech investors are looking for now
The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks.
Fannie Mae’s Priscilla Almodovar on strengthening the US housing system
In a conversation with Goldman Sachs’ Megan Hogan, Fannie Mae CEO Priscilla Almodovar discusses her career journey, her experience leading as the only Latina CEO of a Fortune 500 company, and how Fannie Mae is working to make the US housing system more equitable and sustainable.
Global transit & trade:
in rough waters
Transit on the seas—the planet’s most important means of trade—has become more fraught and undersea infrastructure more vulnerable amid geopolitical and climate-related disruptions, particularly in the Red Sea. What this more challenging maritime environment means for inflation, companies, and supply chains is Top of Mind.
Hedge funds investing in credit are in demand
Firms that allocate assets are, for a second year in a row, more interested in hedge funds that invest in credit than in any other hedge fund strategy, according to the Goldman Sachs Prime Services Hedge Funds Insights and Analytics team’s 2024 Hedge Fund Industry Outlook.
High mortgage rates, limited inventory continue to challenge the US housing market
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.