Latest Interviews
Showing 1–5 of 5 transcripts.
Clear all filters- Goldman Sachs21 min
Will US Stocks Outperform in 2026?
Sharmin Mossavar-Rahmani, Alison Nathan
Goldman Sachs projects global equities to outperform U.S. stocks in 2026, with emerging markets excluding China forecast to lead returns despite a negative outlook on Chinese assets due to a disconnect between official GDP figures and independent growth estimates. While identifying potential valuation risks and "bubble trouble" within the private AI sector, the firm advises against hedges like gold or Bitcoin in favor of U.S. Treasuries and broad S&P 500 exposure. The strategic recommendation centers on maintaining a diversified portfolio with a U.S. overweight, utilizing the index's rebalancing mechanism to capture long-term returns driven by margin expansion and AI efficiency.
- Goldman Sachs27 min
Jigsaw CEO Yasmin Green on AI and using technology for good
Yasmin Green, Sharmin Mossavar-Rahmani, Sharmeen Masovar-Rahmani
Jigsaw, a semi-autonomous unit within Google, applies interdisciplinary research to develop AI tools like the Perspective API and Bowling Green pilot that enhance online discourse while addressing the societal shift from information literacy to information sensibility. Led by founders Yasmin Green and Jared Cohen, the group analyzes the trajectory of artificial general intelligence to predict the automation of entry-level work and the potential for AI to exacerbate global inequalities. Their current strategic focus counters public anxiety about technological subservience by prioritizing human connection and workflow-centric organizational structures over raw computational acceleration.
- Goldman Sachs22 min
America Powers On: Why US equities are still poised to outperform in 2024
Sharmin Mossavar-Rahmani, Alison Nathan
Goldman Sachs Investment Strategy Group projects U.S. equities to deliver approximately 6% returns in 2024, driven primarily by earnings growth amid potential valuation contraction despite a 14-year legacy of U.S. preeminence. The firm maintains a strategic overweight on U.S. stocks while issuing tactical recommendations for energy infrastructure and physical uranium, warning that geopolitical escalation in the Middle East poses the primary downside risk to this outlook.
- Goldman Sachs22 min
Piloting Through: Why Investors Should Stay the Course
Sharmin Mossavar-Rahmani, Allison Nathan
Goldman Sachs' Investment Strategy Group, led by Chief Investment Officer Sharmeen Masavaramani, maintains a "stay invested" stance on U.S. equities for 2022, forecasting a 6% to 12% total return despite valuations in the 10th decile. The firm projects robust U.S. economic growth of 3.5% to 4.0% and 12% earnings expansion, suggesting that the current equity risk premium remains attractive relative to fixed income even as the Federal Reserve implements three to four interest rate hikes. While acknowledging volatility risks such as geopolitical shocks and persistent inflation, the group advises slowly adding to equity positions and maintains a strategic overweight to U.S. stocks over international markets based on superior historical earnings performance.
- Goldman Sachs22 min
2021 Investment Outlook: “US Resilient”
Sharmin Mossavar-Rahmani, Jake Seward
Goldman Sachs CIO David Koston presents a 2021 investment strategy centered on the "U.S. Resilient" framework, advocating for sustained U.S. equity exposure despite elevated valuations while assigning a base case 8% total return with specific tactical allocations to bank loans over high-yield bonds. The outlook highlights China as the primary emerging market growth driver and warns of downside risks including vaccine efficacy against variants and geopolitical tensions, though upside potential remains tied to robust fiscal stimulus and pent-up consumer demand. Ultimately, the analysis urges clients to maintain long-term equity participation rather than attempting to time exogenous shocks like the pandemic, citing historical evidence that institutional resilience and economic fundamentals will eventually drive market recovery.