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Is It Time to Switch from Stocks to Bonds?
As central banks ratchet up interest rates to contain inflation, high-grade bonds are starting to give stocks a run for their money, according to Goldman Sachs Research’s 2023 Outlook for Asset Allocation.
Carbonomics: The Economics of Net Zero
As a cornerstone of their Carbonomics analysis, our Goldman Sachs Research analysts have updated their de-carbonization cost curve for 2022.
The Path to Net Zero: Managing the Transition
Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In this episode of Exchanges at Goldman Sachs, Michele Della Vigna, head of natural resources research for Goldman Sachs in EMEA, explains the impact of higher fossil fuel prices on the low-carbon transition and the investment that is required to get to net zero.
Europe’s Path to a Sustainable, Reliable, and Affordable Energy Future
Russia’s invasion of Ukraine has upended the European energy playbook. To better understand the current situation and future possibilities for the continent’s energy needs, we asked senior leaders throughout Goldman Sachs for their analysis.
The Bear Market in Global Stocks is Forecast to Get Deeper in 2023
The bear market in stock markets is forecast to intensify before giving way to more hopeful signals later in 2023, according to Goldman Sachs Research.
2023 US Economic Outlook: Approaching a Soft Landing
The key macroeconomic question of the year has been whether inflationary overheating can be reversed without a recession. Analysis from Goldman Sachs Research economists suggests that the answer is yes—an extended period of below-potential growth can gradually reverse labor market overheating and bring down wage growth and ultimately inflation, providing a feasible if challenging path to a soft landing.