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Sharmin Mossavar-Rahmani

Showing 1–6 of 6 transcripts.

  1. Goldman Sachs11 min

    Live Market Insights: Addressing Client Questions on the Mid-Year 2026 Outlook

    Sharmin Mossavar-Rahmani, Matt Weir, Nicola Gifford

    Analysts project a robust 2026 outlook for U.S. equities, forecasting S&P 500 earnings growth of approximately 17% driven by broad-based margin expansion and macroeconomic resilience following a transition to energy independence. Portfolio strategies reflect this optimism by maintaining U.S. allocations while adding targeted exposure to AI supply chain leaders in Korea and Taiwan, while explicitly advising against the high costs of systematic put option hedging. Future market dynamics will be shaped by the tension between hyperscalers deploying 100% of operating cash flow into AI capital expenditures and the counterbalancing force of $1.3 trillion in projected corporate share buybacks.

  2. Goldman Sachs10 min

    AI: What Investors Should Know

    Jim Covello, Sharmin Mossavar-Rahmani

    Goldman Sachs analysts project that global AI capital expenditures will surpass $3 trillion by 2026, though they warn of distinct "earnings bubbles" in public markets and "valuation bubbles" in private sectors driven by unsustainable demand. While consumer adoption remains strong, enterprise integration faces hurdles due to data fragmentation, leading experts to predict a strategic shift toward specialized Small Language Models that prioritize efficiency over mass labor replacement. The investment landscape is further complicated by geopolitical divisions favoring the U.S. in chip infrastructure and China in model production, alongside concerns over circular financing practices that delay profitability for large-cap companies.

  3. 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.

  4. 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.

  5. Goldman Sachs19 min

    Keep on truckin’: Will the US continue to outperform other markets?

    Sharmin Mossavar-Rahmani, Sharmeen Mosavar-Rahmani, Alison

    Goldman Sachs Wealth Management forecasts an 8% base return for U.S. equities in 2025, advocating for a strategic shift from non-U.S. public markets toward U.S.-oriented private assets despite elevated valuations. The firm advises against allocating capital to China, gold, or cryptocurrencies, citing structural headwinds and a lack of intrinsic value, while predicting that interest rates will decline as tariffs remain limited. Consequently, the outlook recommends maintaining a high-quality fixed income hedge to navigate volatility rather than employing costly derivatives or selling equities for tax avoidance.

  6. 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.