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Clear all filters- Goldman Sachs12 min
The Outlook for ETFs
During the recent pandemic-induced market volatility, Exchange-Traded Funds (ETFs) attracted significant net inflows driven by their liquidity, tax efficiency, and lower costs, while specific sectors like Healthcare and Technology saw substantial capital migration. The Federal Reserve marked a historic shift on March 23 by launching a corporate bond ETF purchase program that injected liquidity into credit markets and catalyzed over $31 billion in additional investor capital. Looking ahead, the industry is pivoting toward Active Beta structures, ESG-focused products, and thematic innovations to capitalize on evolving investor preferences and systematic strategy demands.
- Goldman Sachs7 min
How the Insurance Industry Is Reacting to COVID-19
Amidst global disruptions, well-capitalized insurers are navigating a dual challenge of declining personal lines claims due to reduced vehicle usage and rising workers' compensation costs, all while adjusting portfolios against Federal Reserve rate cuts that have suppressed investment returns. To offset these financial pressures, the industry is accelerating consolidation, deploying digital technologies to streamline operations, and shifting investment strategies toward illiquid assets while anticipating systemic healthcare reforms that will embed telehealth into standard policies. Consequently, policyholders can expect modest premium increases and sustained access to essential coverage as companies prioritize risk pricing and operational efficiency in a rapidly evolving post-pandemic landscape.