Jean Hynes, CEO of Wellington Management, joined Goldman Sachs Exchanges: Great Investors to discuss how AI is helping investors connect insights at greater speed and scale—and why continuing to adapt the technology may shape the future of investing:
US power demand is climbing after years of stagnation. Where is the opportunity for investors? Nitin Jindal, head of Global Commodities in Goldman Sachs FICC and Equities, discusses on The Markets:
Gold is forecast to rise to $4,900 per troy ounce by the end of the year, from $4,550 currently, amid growing demand from central banks. Read more from Goldman Sachs Research:
AI’s growth and financing needs are reshaping credit markets, creating both pressures and opportunities for investors. GoldenTree’s Steven Tananbaum discusses his views on AI and credit investing:
Inflows into European equities were at their highest level since 2021 in the first half of this year, supported by an estimated 14% rise in earnings per share. Read more from Goldman Sachs Research:
Investments in US-listed ETFs are expected to exceed $2 trillion this year according to Goldman Sachs Global Banking & Markets—a 40% increase from 2025 levels. Read more:
We are pleased to announce that Streetwise by @lloydblankfein, former chairman and CEO of @GoldmanSachs, has been longlisted for the @FinancialTimes Business Book of the Year Award! See the full list:
Japan and the US recently coordinated on the largest foreign-exchange market intervention in 15 years, helping to stabilize the Japanese yen and raising questions around US involvement. Listen on Exchanges:
Could long- and short-term US Treasury yields diverge further, and where are investors finding opportunities in the bond market? Mike Mitchell, head of US Treasury and Inflation Trading in Global Banking & Markets, discusses:
The commercialization of space is reshaping national competitive advantage, capital markets, and the industrial sector. A new report from the Goldman Sachs Global Institute explores the outlook for the emerging orbital economy:
Today, Goldman Sachs announced an agreement to acquire @NEOSInvestments, a specialized provider of option income ETF solutions. The deal will add $30 billion in options-based income ETFs to our active ETF franchise. Read the press release:
Magnificent Seven returns have moderated following their outperformance of the last few years, but other S&P 500 stocks have kept the index steady, according to Matthew Weir in Goldman Sachs Wealth Management’s Investment Strategy Group. One chart tells the story.
Tech companies have been turning to bond markets to raise money for the AI buildout at an unprecedented scale. How will this wave of borrowing reshape credit markets? Listen to the discussion:
What could shifting energy prices mean for interest rates and US Treasury yields? Ashok Varadhan, co-head of Global Banking & Markets, shares his outlook:
Geopolitical alignment can significantly impact global economic growth, and rising fragmentation in the past decade has cut close to 1% cumulatively from global GDP. Read more from Goldman Sachs Research:
“We've had very consistent and significant earnings growth which is propelling markets,” says Goldman Sachs President & COO John Waldron. “That's ultimately the most important fundamental driver.”