Goldman Sachs market views, organized for advisors.

International equities offer a broader and more balanced opportunity set than the US, with less concentration in mega-cap names and greater exposure to sectors like financials and industrials.

Europe is beginning to deploy fiscal support into infrastructure and defense, while...

Severe corporate controversies appear to be a meaningful drag on investment-grade bond performance, and the market often reacts before ESG data vendors formally register the event.

In our analysis, prices fell sharply ahead of disclosure and then stayed depressed for...

Income has become a central driver of fixed income returns, with investment grade yields near 5% and higher carry now shaping portfolio outcomes.

As bond markets have grown more uneven in a higher-rate, more volatile environment, investors may need to...

Fixed income ETFs have transformed bond investing by making a fragmented market more accessible, flexible, and cost-efficient.

They now play an important role in liquidity and price discovery, especially as electronic trading and portfolio trading improve how bonds are bought...

Agentic AI is moving from simple automation toward systems that can plan, decide, and act across an entire workflow with limited human input.

For investors and advisors, the appeal lies in its ability to improve efficiency in complex, high-volume processes...