The US economy and equity markets have shown remarkable strength in the first half of 2026, despite a global energy shock and geopolitical tensions. In this episode of Live Insights, Sharmin Mossavar-Rahmani, chief investment officer of Wealth Management and head of the Investment Strategy Group (ISG), and Matt Weir, managing director within ISG, share their latest investment views and updates to ISG’s January Outlook report, US Resilience Resilient, in a discussion moderated by Nicola Gifford, vice president within ISG. They address key client questions regarding economic growth, corporate earnings, IPO and buyback activity, and portfolio risks. They also explain why their long-held themes of US Preeminence and Stay Invested remain intact, while examining considerations investors often evaluate when assessing a US equity market that is at or near all-time highs. Find our latest Insights on the markets and investing here: https://pwm.gs.com/nam/en-us/insights/markets-and-investing Recorded on July 8, 2026. This material is intended for educational purposes only and is provided solely on the basis that it will not constitute investment advice and will not form a primary basis for any personal or plan’s investment decisions. While it is based on information believed to be reliable, no warranty is given as to its accuracy or completeness and it should not be relied upon as such. Information and opinions provided herein are as of the date of this material only and are subject to change without notice. Goldman Sachs is not a fiduciary with respect to any person or plan by reason of providing the material herein. Information and opinions expressed by individuals other than Goldman Sachs employees do not necessarily reflect the view of Goldman Sachs. Information and opinions are as of the date of the event and are subject to change without notice. Investment Strategy Group. The Investment Strategy Group (“ISG”) is part of the Asset & Wealth Management Segment of Goldman Sachs and is not a part of Goldman Sachs Global Investment Research. Information and opinions expressed by individuals other than Goldman Sachs employees do not necessarily reflect the view of Goldman Sachs. Goldman Sachs does not provide accounting, tax or legal advice to its clients. ©2026 Goldman Sachs. All rights reserved.

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