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Insights on the global economy, markets and topics related to our business.
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Markets Update:
Tony Pasquariello of Global Markets recaps the historic market rally of Q2 and institutional investors’ outlook for Q3.
The Outlook for Tech Investing
Sung Cho, co-lead of technology investing for Goldman Sachs Asset Management’s US Equity team, discusses how the tech sector is evolving and what that means for investors.
Measuring the Reopening of America: Composite Score Declines Continue for Second Straight Week
Following our first 6 weeks in the series, GS Research continues to monitor the reopening of America, as cities and states across the U.S. begin to reopen at different paces and with different processes in place.
How COVID-19 Is Impacting the College Application Process
Just as the pandemic has accelerated a shift to online learning, it is also reshaping the college application process. On a recent client webcast, Goldman Sachs’ John Mallory, who leads the firm’s Americas Private Wealth Management business, spoke with Amy Alexander and Sai Samboon of Bright Horizons College Coach about the trends shaping the college admissions process.
Tracking US Infrastructure Investing
Jerry Revich, equity analyst for Goldman Sachs Research, discusses US infrastructure investing and the risk of a slowdown in public-sector construction spending.
U.S. Dollar Weakness
Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.