Keep on truckin’: Will the US continue to outperform other markets?

Keep on truckin’: Will the US continue to out...

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Innovation and Inflation: Twin Forces Reshaping Portfolios

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary environment in which traditional fixed-income hedges have fallen short. Together, th ...  عرض المزيد

Cracks in Private Credit

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge in redemption requests. In thi ...  عرض المزيد

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What the huge jobs number means for investors
The Markets

Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey.  Learn more about your ad choices. Visit m ...  عرض المزيد

109. ETFs 101 with Brian Weinstein, Head of Global Markets at Morgan Stanley Investment Management
The Wall Street Skinny

Send us Fan MailYou've probably heard of Exchange Traded Funds (ETFs) before. You may even own shares in some. But do you actually know what they are? How are they created? How do they work? Who maintains liquid markets in them? Why would you invest in one in the first place? And ...  عرض المزيد

Buy the dip in US equities?
The Markets

After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megap ...  عرض المزيد

“Stocks Are Still Very Undervalued”
The Markets

With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ...  عرض المزيد