Goldman Sachs Ayco Insights

Quarterly Market Update

At the outset of the third quarter of 2026, markets have rebounded, with the S&P 500 recovering all losses since the start of the conflict in the Middle East. Investors are now focused on what comes next and what it might mean for their portfolios.

In a new video, Mariam Kamshad, head of portfolio strategy and investments for Goldman Sachs Wealth Services, discusses key macroeconomic factors that could impact the market in the months ahead.

A Resilient US Economy
Elevated Inflation
US Earnings
Geopolitical Risks

If you have questions about how the perspectives shared might impact your personal situation, contact your Goldman Sachs team.

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Goldman Sachs Wealth Services Disclosures

Advisory services offered by Goldman Sachs Wealth Services, L.P. (the “Adviser”), a registered investment adviser, affiliate of Goldman Sachs & Co. LLC ("GS&Co."), and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Goldman Sachs Ayco is a brand of Goldman Sachs Wealth Services, L.P. Brokerage services are offered through GS&Co. and Mercer Allied Company, L.P. (a limited purpose broker-dealer), both affiliates of the Adviser and members FINRA/SIPC.

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