Markets Update: Financial Services Outlook

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our outlooks for the year ahead here: https://www.goldmansachs.com/insights/outlooks/2 ...  Show more

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily refle ...  Show more

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be di ...  Show more

Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ...  Show more

What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024. Learn more about yo ...  Show more

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class.