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Global Views: Earlier Runoff, Four Hikes | Goldman Sachs
Jan 11, 2022 · When the first reports about the Omicron variant emerged from South Africa in November, Goldman Sachs Research …
Global Strategy Views: Diversify to Amplify | Goldman Sachs
Oct 15, 2024 · Alpha should become a more important driver of returns with a broadening opportunity set within and across equity …
2024 Global Credit Outlook: Back in the Saddle - Goldman Sachs
Nov 21, 2023 · The end of monetary tightening, declining inflation and still-robust growth will likely allow spreads to remain within the …
Global FX 2026 Outlook: Different Dollar Downside - Goldman Sachs
Jan 21, 2026 · Goldman Sachs Research expects the dollar to continue weakening in 2026 as demand for US assets diminishes.
Global Markets Outlook 2024: Towards a Better Balance
Nov 13, 2023 · Goldman Sachs Research highlights 10 core investment themes that drive many of its market views. Parking the …
UK Outlook 2025: A Gradual Pace, but More Cuts Than Priced
Nov 20, 2024 · The recent UK macroeconomic news points to more near-term growth and inflation, according to our European …
The path to 2075 — the positive story of global aging
May 27, 2025 · It is far from clear that the economic drawbacks of population aging are as intractable as they are commonly …
Is AI already boosting US power demand? | Goldman Sachs
Jul 10, 2024 · Investors are focused on how AI and data centers may boost power demand over the next decade, after US demand …
Batteries: The Greenflation Challenge - Goldman Sachs
Mar 15, 2022 · Ever-increasing demand, component shortages and rising raw material prices are now challenging the long-standing …
EM Ex-China as a Separate Equity Asset Class - Goldman Sachs
Oct 20, 2021 · With a strengthening debate among investors for splitting an emerging market (EM) mandate into China and EM ex …
Global Technology: China’s Robotaxi market - the road to ...
May 15, 2025 · With 500,000 Robotaxis expected to be operating across 10+ cities in China by 2030, Goldman Sachs Research …