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How markets are responding to central bank moves
How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes.
Can unused office space become residential real estate?
As US office vacancy rates rise and residential real estate continues to be in short supply, the solution might seem obvious: turn office buildings into multifamily residences. But there are major hurdles to such conversions, according to Goldman Sachs Research.
Is the S&P 500 too concentrated?
Led by the Magnificent Seven stocks that have captured investor attention this year, the concentration of market capitalization in the biggest US equities is the highest in decades. While some may fear it’s a sign of risk, the market has often rallied after bouts of high concentration, according to Goldman Sachs Research.
Global transit & trade: in rough waters
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group’s CEO Tobias Meyer discuss the factors driving maritime risks today and the threats to global trade.
An unexpected asset could now be the best 60/40 portfolio hedge
The US dollar could be a good addition to 60/40 portfolios for investors nervous about the risk of stocks and bonds falling in tandem, says Christian Mueller-Glissmann of Goldman Sachs Research.
Fannie Mae’s Priscilla Almodovar on strengthening the US housing system
In a conversation with Goldman Sachs’ Megan Hogan, Fannie Mae CEO Priscilla Almodovar discusses her career journey, her experience leading as the only Latina CEO of a Fortune 500 company, and how Fannie Mae is working to make the US housing system more equitable and sustainable.