The Markets

Latest Episodes:

Turning tail risks into tailwinds Apr 12, 2024

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With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more.

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How investors are managing rising volatility Apr 05, 2024

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Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets.

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Why Today's IPO Market May Surprise You Mar 28, 2024

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Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets.

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How markets are responding to central bank moves Mar 22, 2024

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How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes.

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What tech investors are looking for now Mar 15, 2024

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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.

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Breaking down the record highs Mar 08, 2024

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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.

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Growth shocks, not just inflation, to be a primary driver of markets Mar 01, 2024

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As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.

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Can tech continue to power equities to new highs? Feb 23, 2024

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Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s David Kostin, chief US equity strategist, looks at whether this rally can continue.

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Hedge Fund Outlook for 2024 Feb 16, 2024

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What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024.

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Regional banks back in focus on real estate concerns Feb 09, 2024

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Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, discusses what this means for investors.

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