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



01 AUG 2022 Top of Mind

Food, Fuel, and the Cost-of-Living Crisis

Amid a backdrop of slowing global growth as central banks act ever-more aggressively to rein in high inflation, the recent decline in commodity prices has been a rare bright spot. But whether the energy and food crises are really resolving, the implications for global growth, inflation, and political stability are Top of Mind.

15 JUN 2022 Top of Mind

Equity Bear Market: A Paradigm Shift?

Against a backdrop of sky-high inflation, rising rates, and growing recession concerns, the S&P 500 has had its worst start to the year since 1962, with the tech-heavy Nasdaq and unprofitable Growth companies performing even more dismally. Whether equity markets are in the midst of a paradigm shift and what’s in store for them ahead is Top of Mind.

03 MAY 2022 Top of Mind

(De)Globalization Ahead?

Amid the dual crises of Covid and the war in Ukraine, globalization is arguably facing its biggest test of the post-Cold War era. Where globalization is heading, and what that means for the economy, markets, and society, is Top of Mind.

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