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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.
Breaking down the record highs
What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses this week's market action and how investors are reacting.
Obesity drugs are among health breakthroughs forecast to boost GDP
A wave of healthcare innovation may significantly boost the potential of the US economy, according to Goldman Sachs Research.