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The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan Hammond from the US portfolio strategy team explain the drivers and risks to their year-end and 12-month targets for US equities.
Episodi precedenti
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504 - More gains ahead for US stocks?Tue, 15 Oct 2024
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503 - How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-TambourThu, 10 Oct 2024
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502 - Why oil and gold prices could keep risingTue, 08 Oct 2024
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501 - The missing link to retirement securityTue, 01 Oct 2024
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500 - Falling rates: A salve for real estate?Tue, 24 Sep 2024
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499 - How Sequoia Capital’s Roelof Botha is forging the futureFri, 20 Sep 2024
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498 - Why China’s economy is strugglingTue, 17 Sep 2024
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497 - Private equity investing with Blackstone’s Joe BarattaTue, 10 Sep 2024
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496 - Will Fed policy trigger a US recession?Thu, 05 Sep 2024
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495 - Women in the workforce: Analyzing the gains and gapsTue, 20 Aug 2024
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494 - How a popular trade collapsed — and why it mattersTue, 13 Aug 2024
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493 - Why recession fears are likely overblownTue, 06 Aug 2024
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492 - TPG CEO Jon Winkelried on the evolution of private equity and alternative marketsFri, 02 Aug 2024
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491 - Can the US consumer stay strong?Tue, 30 Jul 2024
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490 - Private credit investing with Ares Management’s Mike AroughetiTue, 23 Jul 2024
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489 - A skeptical look at AI investmentTue, 16 Jul 2024
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488 - Oil’s extended reign? Adapting to a new era in oil marketsTue, 09 Jul 2024
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487 - Taking stock: Can the US rally continue?Tue, 02 Jul 2024
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486 - Large-cap investing with Jennison Associates’ Kathleen McCarragherFri, 28 Jun 2024
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485 - Why the French and UK elections matter for investorsTue, 25 Jun 2024
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484 - 2024 midyear outlook: building portfolios for a more volatile macroeconomic backdropTue, 18 Jun 2024
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483 - Power surge: AI, renewable energy, and the future of electricityTue, 11 Jun 2024
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482 - Central bank divergence: Why it's happening and why it mattersTue, 04 Jun 2024
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481 - Can private equity bounce back?Tue, 28 May 2024
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480 - Is China’s rebound for real?Tue, 21 May 2024
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479 - How AI, the energy transition, and the future of work are shaping impact investingTue, 14 May 2024
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478 - Is the UK economy finally turning the corner?Tue, 07 May 2024
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477 - Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investorsTue, 30 Apr 2024
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476 - Weighing the GLP-1 MarketTue, 23 Apr 2024
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475 - Are inflation fears overblown? The outlook for inflation, US growth, and long-term ratesTue, 16 Apr 2024
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474 - Global insurers turn to private credit — and AITue, 09 Apr 2024
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473 - Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessonsTue, 02 Apr 2024
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472 - Are the largest US stocks too dominant?Tue, 26 Mar 2024
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471 - Global transit & trade: in rough watersTue, 19 Mar 2024
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470 - High mortgage rates, limited inventory continue to challenge the US housing marketTue, 12 Mar 2024
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469 - What’s ahead for retail: how retail CEOs are navigating a more complex environmentTue, 05 Mar 2024
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468 - Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investmentsWed, 28 Feb 2024
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467 - Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertaintyFri, 23 Feb 2024
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466 - Shifting supply and demand dynamics buffer oil marketWed, 21 Feb 2024
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465 - 2024: the year of electionsTue, 13 Feb 2024
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464 - Investing in a post-modern ‘super cycle’Tue, 06 Feb 2024
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463 - The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our WorldThu, 01 Feb 2024
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462 - The Future of Four Wheels: Episode 3, The New New-Car BusinessWed, 31 Jan 2024
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461 - The Future of Four Wheels: Episode 2, Building the Car of the FutureTue, 30 Jan 2024
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460 - The Future of Four Wheels: Episode 1, The Twin RevolutionMon, 29 Jan 2024
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459 - Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic prioritiesTue, 23 Jan 2024
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458 - America Powers On: Why US equities are still poised to outperform in 2024Thu, 18 Jan 2024
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457 - US presidential elections outlook: Implications for policy and marketsTue, 09 Jan 2024
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456 - KKR’s Henry Kravis on private equity, culture, and global marketsFri, 05 Jan 2024
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455 - Uncharted territory: Navigating a ‘geopolitical recession’Wed, 03 Jan 2024
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