Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance Survey.
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The Outlook for a Commodities Bull Market in 2021
Markets Update: Looking Back on 2020’s Roller Coaster Ride
Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs
Markets Update: What Investors Are Watching Going into Year-End
November Wrap: Record Inflows into Global Equities
Asia-Pacific Economic Outlook for 2021
Markets Update: The Bull Run in 2021
Germany’s Economic Recovery
Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P
Vaccine Progress and What’s Next
Client Call: Macro Outlook 2021
Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
Markets Update: Investors Anticipate Next Week’s US Election
How Entrepreneurs are Leading Their Companies Through an Unexpected Year
Markets Update: Election Outlook
An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
Markets Update: Taking Stock of Year-to-Date Performance
The State of Small Businesses in the U.K.
Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical
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