Goldman Sachs market views, organized for advisors.

AI-driven enthusiasm and the strong run in hyperscaler stocks have pushed equity market concentration to historic levels, especially in the US and emerging markets.

The biggest risk is not necessarily higher day-to-day volatility, but greater exposure to sharp drawdowns if...

This Goldman Sachs Asset Management survey of about 5,000 individuals and 250 plan sponsors shows that retirement savers value sustainability, flexibility, and steady income more than simply chasing the highest payout.

In forced trade-offs, respondents consistently preferred moderate withdrawals that...

Plan sponsors and participants are not fully aligned on retirement income preferences, even though both groups are focused on security in retirement.

Sponsors tend to favor solutions that include guaranteed lifetime income, with partial annuitization emerging as the strongest strategy...

Plan sponsors designing a Retirement Income Tier should start with the reality that participant needs are not uniform.

The strongest approach is often a core option with broad appeal, such as moderate income paired with access to savings, and then...

Global trade has entered a more uncertain and fragmented phase, with tariffs and geopolitical shocks turning policy risk into a lasting market factor rather than a temporary headline.

At the same time, governments and companies are accelerating reshoring, supply chain...