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Taking stock: Can the US rally continue?

Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally.

Large-cap investing with Jennison Associates’ Kathleen McCarragher

Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams.

Markets at midyear: AI & elections in focus

What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.

Stocks may extend their rally — but there’s value in diversification

Even as US stocks have set a series of record highs this year, investors may still benefit from sticking with riskier assets for the remainder of 2024, rather than parking their money in cash, according to Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Goldman Sachs Asset & Wealth Management.

Gen AI: too much spend, too little benefit?

The promise of generative AI technology to transform companies, industries, and societies is leading tech giants and beyond to spend an estimated ~$1tn on capex in coming years, including significant investments in data centers, chips, other AI infrastructure, and the power grid. But this spending has little to show for it so far. Whether this large spend will ever pay off in terms of AI benefits and returns, and the implications for economies, companies, and markets if it does—or if it doesn’t—is Top of Mind.

Are there still opportunities in private credit?

The asset class has more doubled in size since 2018, with about a trillion dollars entering private credit strategies.

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Goldman Sachs professionals across the firm regularly produce content related to markets, securities, structured products, rates, currencies and economies around the world

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