The new equity opportunities

The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best opportunities now? Brian Garrett, head of equity execution on the Cross Asset Sa ... Show More

After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey. Recorded on September 24, 2025. The opinions and views expressed herein are as o ... Show More

What should investors take away from Wednesday’s rate cut – and how are US equities likely to respond from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in the Global Banking & Markets division, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorde ... Show More

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More

Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ... Show More

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Gold ... Show More

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ... Show More

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are formed d ... Show More

Jamie Dimon said JPMorgan Chase & Co. is taking steps to build out its business servicing startups and venture capital firms after two prominent San Francisco Bay area banks failed earlier this year. The chairman and CEO spoke in an exclusive, wide-ranging interview with Bloomber ... Show More

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. At the same time, more investors with long-term investment horizons are appreciating the suitability of investments in these loans to cove ... Show More

Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outloo ... Show More

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More