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How are investors approaching today’s market strength?
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks down the implications for investors’ portfolios.
Why US small businesses are on a surprisingly strong footing as interest rates rise
As small US businesses contend with tighter credit, they appear to be in a good position to absorb the impact of higher interest rates, according to Goldman Sachs Research.
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.
Incumbent US presidents tend to win elections except during recessions
As the race for the 2024 US presidential election heats up, history suggests economic metrics can help predict the most likely outcome, according to Goldman Sachs Research.
GCC Capex Wave Series: The rise in low-carbon capex
Continuing on from their recently launched GCC Capex Wave Series, our Goldman Sachs Research analysts have released the second report in the series. In this report, they identify the projects being implemented by GCC countries on the path to achieving their decarbonization targets.
India 2024 Outlook: Port of calm in a “Higher for Longer” world
Goldman Sachs Research economists expect macro-economic resilience to continue in India amidst steady growth at 6.3% yoy. The year will likely be a tale of two halves: Pre-elections, government spending will likely be the growth driver. Post-elections, they expect investment growth to re-accelerate, especially from the private side.
