Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers. 

Allison Nathan of Goldman Sachs Research

 

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22 DEC 2021 Top of Mind

2021: 4 Themes in Charts

In this very special year-end edition of Top of Mind, our favorite quotes and charts from our 2021 pieces you’ll find. This report, which we hope you’ll bend at the seams, tells the story of four major 2021 themes.

15 DEC 2021 Top of Mind

Investing In Climate Change 2.0

Despite mixed progress on global climate action at COP26, a key takeaway emerged: the private sector is stepping up to tackle climate change. What role it should play, how effective current investor strategies are, and how these strategies square with asset managers’ fiduciary responsibility—is Top of Mind.

23 NOV 2021 Top of Mind

Inflation: Here Today, Gone Tomorrow?

Sharp upside inflation surprises that have pushed US inflation to 30+-year highs have fueled concerns that “temporary” pandemic-related inflationary pressures could prove persistent, raising the risk of a damaging wage-price spiral that could force the Fed into a costly tightening cycle. Where inflation goes from here—and what that means for the economy, monetary policy, interest rates and assets—is Top of Mind.

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