Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers. 

Allison Nathan of Goldman Sachs Research



24 MAY 2021 Top of Mind

Crypto: A New Asset Class?

Amid the recent volatility in cryptocurrencies, we ask experts whether cryptos can and should be considered an institutional asset class, including Galaxy’s Michael Novogratz, NYU’s Nouriel Roubini, Grayscale’s Michael Sonnenshein, and GS’s own Mathew McDermott. And GS research analysts also weigh in. We then speak to former SEC advisor Alan Cohen, Trail of Bits’ Dan Guido, and Chainalysis’ Michael Gronager to explore the regulatory, technological, and security obstacles to further institutional adoption.

07 APR 2021 Top of Mind

Report: Reflation Risk

Amid the accelerating economic recovery, the largest US fiscal stimulus outside of war times and the Fed’s commitment to keep monetary policy very easy until higher inflation is sustained have stoked concerns that the US economy is set to overheat, sending US inflation expectations and bond yields higher.

02 MAR 2021 Top of Mind

Report: The Short and Long of Recent Volatility

The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caused this volatility, how likely it is to repeat, what could prevent this, and what it signals about or for markets. We turn to former SEC Chair Arthur Levitt, Wellington’s Owen Lamont, Goldman Sachs’ co-head of Global Prime Services, Kevin Kelly, and Goldman Sachs Research strategists for answers.

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