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“We Like Bonds”
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How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing ...more
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Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the cre ...more
Diameter Capital’s Scott Goodwin on risks in credit portfolio construction
Goldman Sachs 2025-12-19 に公開
Diameter Capital’s Scott Goodwin shares where he sees stress in the credit markets
Goldman Sachs 2025-12-19 に公開
2026 Outlook: The U.S. Is the Place to Be
Goldman Sachs 2025-12-18 に公開
Ashok Varadhan, co-head of Global Banking & Markets, shares his 2026 outlook on the markets, including the Fed’s policy, sentiment on AI stocks, views on the dollar, and ...more
Are More Rate Cuts Coming?
Goldman Sachs 2025-12-12 に公開
What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? Josh Schiffrin, Chief Strategy Offi ...more