Goldman Sachs
United States 
02 Jul BirthAmerican multinational investment bank and financial services company headquartered in New York City
United States 02 Jul Birth
Investing in EM Womenomics
Recent years have seen a surge in investing with social and environmental impact in mind, including across emerging markets. One aspect of social impact investing concerns the role of women in the economy – or Womenomics. To assess how investing based on Womenomics can impact investment returns, Gol
The Case for Investing in Emerging Markets Beyond China
The article below is from our BRIEFINGS newsletter of 11 November 2021 Is there a case for dropping China from emerging market (EM) indices? We sat down with Goldman Sachs Research’s Timothy Moe and Sunil Koul to discuss the drivers behind the growing debate to invest in EMs, without China. What’s d
Carbonomics: The Dual Action of Capital Markets Transforms the Net Zero Cost Curve
In this report Goldman Sachs Research examines how capital markets' deep engagement in sustainability is driving de-carbonization through a divergence in the cost of capital of high carbon vs. low carbon investments. 10 November 2021 Goldman Sachs Research Carbonomics: The Dual Action of Capital Mar
Outlook 2022: The Long Road to Higher Rates
08 November 2021 Goldman Sachs Research GS Macro Outlook 2022: The Long Road to Higher Rates Read Report Although the fastest pace of recovery now lies behind us, we expect strong global growth in coming quarters, thanks to continued medical improvements, a consumption boost from pent-up saving, and
Steve Rattner on China, Deficits and Climate
The article below is from our BRIEFINGS newsletter of 04 November 2021 At the Goldman Sachs Asset Management Forum, Steve Rattner, chairman and CEO of Willett Advisors, spoke with Goldman Sachs’ Katie Koch, co-head of the Fundamental Equity business, and Goldman Sachs' Nora Creedon, an investor in p
Inflation—How Transitory Is ‘Transitory’?
The article below is from our BRIEFINGS newsletter of 28 October 2021 Rising price pressures are raising doubts about whether the surge in prices is temporary or something more permanent. We sat down with Goldman Sachs Research’s chief U.S. economist David Mericle for his latest views on the inflati
Carbonomics: Taking the Temperature of European Corporates - An Implied Temperature Rise (ITR) Toolkit
In this report Goldman Sachs Research leverages their Carbonomics Net Zero Paths to gauge the implied temperature rise of corporate de-carbonization through the lenses of >110 corporates in the 15 most carbon intensive sectors of the European market. 27 October 2021 Goldman Sachs Research Carbono
EM Ex-China as a Separate Equity Asset Class
With a strengthening debate among investors for splitting an emerging market (EM) mandate into China and EM ex-China strategies, given China’s significant market size, its rising dominance in the EM benchmark and idiosyncratic factors such as geopolitics and regulatory policy that could affect its p
The Outlook for Loan Growth and Capital Markets Activity
The article below is from our BRIEFINGS newsletter of 21 October 2021 After most of the large banks reported their quarterly earnings last week, we sat down with Goldman Sachs Research’s Richard Ramsden, Business Unit Leader of the Financials Group, to discuss the implications for markets. The lates
Green Capex: Making Infrastructure Happen
Goldman Sachs Research believes Green Capex will be the dominant driver of global infrastructure over the next decade, with $6 trillion of investment needed annually to decarbonize the world, address water needs and shore up transportation and other critical systems. 11 October 2021 Goldman Sachs Re
The Impact of Rising Rates on Equities
The article below is from our BRIEFINGS newsletter of 14 October 2021 Amid rising worries over inflation and rates, investors are anxiously assessing the impact for stocks. We sat down with Goldman Sachs Research’s Ben Snider who shared his thoughts on what he sees as the biggest concerns for equity
How Cable, Telecom, Media and Mobility Companies Are Managing Through the Pandemic
The article below is from our BRIEFINGS newsletter of 08 October 2021 Telecom, cable, media and mobility companies saw a surge of growth when the pandemic began, but how are they faring now that people aren’t quarantined at home? We sat down with with Goldman Sachs Research’s Brett Feldman, Stephen
Indian Equities: Digital Transformation as Private Goes Public
The number of “unicorns” has surged in India in recent years, enabled by the rise of the internet ecosystem, availability of private capital and a favorable regulatory environment. Goldman Sachs Research expects the IPO pipeline to remain robust over the next 12-24 months, with market cap increasing
What's Pushing Gas Prices So High
The article below is from our BRIEFINGS newsletter of 30 September 2021 Bundle up this winter. Rising power and natural gas prices are pushing up bills for households across Europe and the U.S. At the Goldman Sachs Asset Management Forum, Kaelyn Lucas and Joanna Saw from the corporate credit team ex
Carbonomics: Five Themes of Progress for COP26
COP26 is a historical opportunity to accelerate the de-carbonization pledges laid out by COP21 (the Paris Agreement) in 2015. In this report Goldman Sachs Research analyzes five key themes of change we believe can drive progress. 24 September 2021 Goldman Sachs Research Carbonomics: Five Themes of P
Pull-up Update
