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Innovation and Inflation: Twin Forces Reshaping Portfolios
Goldman Sachs 2026-05-13 に公開
Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring ch ...more
Cracks in Private Credit
Goldman Sachs 2026-05-11 に公開
After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and ...more
How to Trade Oil Now
Goldman Sachs 2026-05-08 に公開
Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jero ...more
More Record Highs Ahead?
Goldman Sachs 2026-05-07 に公開
Are more record highs ahead for the S&P 500? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, separates the signal from ...more
Will AI Make Markets Less Efficient?
Goldman Sachs 2026-05-06 に公開
How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the ...more
Riding the AI Wave
Goldman Sachs 2026-05-01 に公開
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co- ...more