• 4 months ago

Goldman Sachs Research expects the Indian economy to be relatively insulated against global shocks over the coming year — including tariffs levied by the new administration of US President-elect Do...

By Goldman Sachs In Portfolio Construction, Emerging Markets, Macro, Fixed Income, Equities

• 5 months ago

China’s economy is projected by Goldman Sachs Research to grow at a slower pace in 2025, as the government’s stimulus efforts partially offset the impact of potential tariffs from the US.

By Goldman Sachs In Portfolio Construction, Emerging Markets, Macro, Sustainability

• 5 months ago

We are entering a benign part of the cycle, according to our strategists in Goldman Sachs Research, as interest rate cuts that coincide with economic growth tend to be supportive for equities. Neve...

By Goldman Sachs In Portfolio Construction, Hedge Funds, Fixed Income, Equities, Macro

• 5 months ago

Goldman Sachs Research expects continued growth from the UK economy in 2025, although its expansion may be slower than some economists anticipate.

By Goldman Sachs In Portfolio Construction, Macro, Equities

• 5 months ago

The S&P 500 Index of US stocks is forecast to have its third-straight year of gains amid solid economic expansion and steady earnings growth, according to Goldman Sachs Research.

By Goldman Sachs In Portfolio Construction, Indexing / Passive, Macro, Equities

• 5 months ago

The 2025 outlook for the euro area economy is forecast to be challenging amid trade uncertainties with the US and ongoing fiscal tightening. But the region is predicted to avoid recession, even as...

By Goldman Sachs In Portfolio Construction, Macro, Equities

• 5 months ago

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Con...

By Goldman Sachs In Portfolio Construction, Macro, Equities, Wealth Practice

• 5 months ago

After the past couple of years of high inflation and interest rates, macroeconomic imbalances have diminished. Inflation has fallen without a global recession occurring, and central bank easing cyc...

By Goldman Sachs In Portfolio Construction, Fixed Income, Macro, Industry, Emerging Markets

• 5 months ago

Economies may be moving towards a better balance, but disruption is likely to keep coming from multiple directions in 2025. Our focus remains on cutting through the noise to find signals of actual...

By Goldman Sachs In Industry, Portfolio Construction, Thematic / Megatrends, Private Markets, Sustainability