GOLDMAN SACHS RESEARCH
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Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
Economic evidence suggests that through relatively low-cost face masks and targeted physical distancing measures, economies can recuperate while vaccines and treatments are developed. From an investment perspective, we think this unprecedented moment validates the lessons of strategic discipline, risk management and quality.
Superforecasters at the Good Judgement Project see a 68% probability of mass-distributing an FDA-approved vaccine by Q1 2021, up from 40% just three weeks ago. While the risk of delays and challenges exist, we believe the prospect of US vaccine deployment by early 2021 appear promising.
Source: Good Judgment Project, GIR, and GSAM. As of September 10, 2020.
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Weekly views from senior Goldman Sachs economists and strategists
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Monthly market commentary coupled with insights on portfolio construction
Posts on the latest market developments and key themes for your portfolios
GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.
Weekly update on key developments across macro and sector strategies
Monthly synthesis of key insights and macro views
Clear and explainable guidance on the construction of long-term strategic portfolios
Tailored business strategies designed to strengthen key aspects of your practice
