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Positioning and seasonals point to more gains for US stocks
There are still signs that US stocks could rise from recent record highs, according to John Flood, who leads Americas Equities Sales Trading for Goldman Sachs Global Banking & Markets.
AI optimism is powering industrials stocks, too
The AI trade goes well beyond tech, according to Amanda Ross, an equity trader with Goldman Sachs Global Banking & Markets.
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.
Tech-driven rally built on “strong foundation”
The incredible US tech rally is built on sustainable and enduring fundamentals, according to Peter Callahan, a sector specialist within Goldman Sachs Global Banking & Markets.
European equities: Less boring than you think
After a decade of underperformance, there could be opportunities in European equity markets, according to Sharon Bell of Goldman Sachs Research.
The future of the energy industry
The energy business is changing. How are oil giants and renewables upstarts positioning themselves, and what does it mean for consumers and the economy? Goldman Sachs’ Neil Mehta, Sarah Kiernan, and Daan Struyven discuss at the Energy, CleanTech & Utilities Conference in Miami Beach.
What rate cuts could mean for markets
Is the market still too excited about Fed rate cuts? Mike Washington of Goldman Sachs Global Banking & Markets separates the signal from the noise.
What’s the key to an emerging markets comeback? Hint: Not valuations
Emerging market equities may not present the value that some investors think, says Caesar Maasry, head of emerging markets cross-asset strategy at Goldman Sachs Research.
The perils of holding large amounts of cash
Clients should be wary about holding hefty amounts of cash, according to Goldman Sachs leaders Amal Alibair, Brittany Boals Moeller, and Matt Weir, who spoke about portfolio planning at Goldman Sachs Private Wealth Management’s At the Helm conference.
Should we worry about private credit?
Systemic concerns over the rise of private credit are largely overblown, according to Goldman Sachs’ chief credit strategist Lotfi Karoui.
Why the US dollar could stay strong through 2024
The US dollar withstood resilient global growth to maintain its value in 2023 – and the story could be similar in 2024, according to Isabella Rosenberg of Goldman Sachs Research.
Jan Hatzius, Goldman Sachs’ Chief Economist, on 2024 US Outlook
The US economy could grow faster than people think in 2024. Goldman Sachs’ Chief Economist Jan Hatzius shares his three main reasons for optimism.
The case for a small cap rebound
After a year of substantial underperformance, small-cap stocks could be primed for a significant comeback, according to Greg Tuorto of Goldman Sachs Asset Management.
What decarbonization could mean for oil prices
While the rise of renewable energy stands to cut into demand for oil over time, that will not necessarily translate into lower prices, according to Daan Struyven, who heads up oil research for Goldman Sachs. Uncertainty about the pace of transition away from oil may play a role in keeping prices high.
Millennial and Gen Z values could change the economy
The attitudes of young consumers stand to shift consumer spending, according to Jen Sullivan of Goldman Sachs Asset Management.
Can US companies and consumers withstand higher rates?
How has the US economy managed to avoid a recession amid historic rate hikes by the Federal Reserve? According to Jonny Fine, who heads up Goldman Sachs’ Investment Grade Syndicate in the Americas, it comes down to how companies and consumers positioned themselves back when rates were de minimis.
Can the world transition to clean energy? Not without critical minerals
A lack of minerals could prevent the world from reaching its emissions reduction goals, according to Goldman Sachs Asset Management portfolio manager Vikrum Vora.
The impact of anti-obesity drugs
Could anti-obesity drugs transform healthcare? Jenny Chang, portfolio manager with Goldman Sachs Asset Management, separates the signal from the noise.
What generative AI could mean for cybersecurity
How will the rise of AI shift the cybersecurity landscape? Brook Dane, portfolio manager with Goldman Sachs Asset Management, separates the signal from the noise.
How fragile is the US consumer?
Is the consumer in better shape than sentiment readings would suggest? Kate McShane, retail analyst with Goldman Sachs Research, separates the signal from the noise.
Will a wave of defaults hit US high-yield debt?
Will rising rates cause a wave of defaults in the U.S. high-yield bond market? Gurpreet Gill, macro strategist for fixed income and liquidity solutions at Goldman Sachs Asset Management, separates the signal from the noise.
The outlook for Indian equities
Is the best still ahead for Indian equities? Sunil Koul of Goldman Sachs Research separates the signal from the noise.
Is sentiment sending a recessionary signal?
Manufacturing sentiment has plunged to recessionary levels. What does that say about the economy? Spencer Hill of Goldman Sachs Research separates the signal from the noise.
Are Americans moving away from equities?
A wave of dollars has been flowing into money market funds. Is this a sign that Americans are falling out of love with stocks? John Marshall of Goldman Sachs Research separates the signal from the noise.
Is there turmoil ahead for office loans and the banks that hold them?
Office buildings across the US are contending with higher interest rates and falling occupancy – but how much risk does this pose for the loans and the banks that hold them? Caitlin Burrows of Goldman Sachs Research separates the signal from the noise.