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.
We see current conditions as largely benign as long as investors understand that risk may no longer be linear. Political shocks and policy-related risks are the variables to watch, whereas we see recession risk as still moderate.
A divided Congress may meaningfully limit the scope for policy changes. In a narrowly divided Senate, marginal votes are needed to attain a simple majority, which would increase the likelihood of more incremental changes in areas such as health care or tax policy.
Stay posted on the latest market developments and key themes for your portfolios and practices
View more perspectives on the latest market developments and trends
Weekly views from senior Goldman Sachs economists and strategists
Triannual insights on market conditions and timely investment ideas
Monthly market commentary coupled with insights on portfolio construction
Posts on the latest market developments and key themes for your portfolios
Access the latest views from our product teams on macro strategies and browse insights by key topics, such as equities, fixed income, money markets and alternatives.
GOLDMAN SACHS RESEARCH
Follow trends in the global economy, including policy issues and analysis of economic development from Goldman Sachs Global Investment Research.
Quarterly forecasts on global stock markets
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