Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.
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9:10
The 1982 playbook
After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 12th, 2025.
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10:12
Finding opportunities in a “trickier” market
After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 6th, 2025.
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8:04
Markets make sense of the Fed
What was behind the volatile market reaction to this week’s Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Mike Washington.
Recorded on January 29, 2025.
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8:31
The key US equity theme for 2025
With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
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