2024 ECONOMIC OUTLOOK

Mid-year outlook

With a favorable trajectory for inflation and expectations for a slower growth economy, we explore the factors and conditions likely to influence the economic landscape in the second half of the year.

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2024 ELECTION

The 2024 election and your portfolio

As the campaign season heats up, we take a look back at the relationship between presidential election outcomes and the economy and how elections impact — or don’t impact — financial markets.

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OVERSEAS OPPORTUNITIES

Spotlights on China, Europe, Japan and India

Global equities ended 2023 on a high note, but as we look ahead to 2024, we consider the “investability” of three overseas regions that are commanding headlines.

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In addition to attractive demographics, a supportive policy environment and massive infrastructure investments, there are many other features of India's economy that will enable its growth profile.

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BUYOUT

AI isn't the only game in town

We urge investors not to disregard the less newsworthy areas of the private markets as powerful return potential can be found far and wide.

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SECTOR SPOTLIGHT

The health of the healthcare sector

In 2023, the healthcare sector experienced its worst underperformance in three decades compared to the S&P 500.¹ Our analysts explore the headwinds behind what went wrong, and the themes that we believe set the rest of 2024 up for a significant improvement in the growth outlook.

1.See Kumar, A., et al. (2024, January 3). GS Healthcare: 2024 Outlook in Pictures.

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ARTIFICIAL INTELLIGENCE

Artificial intelligence–ready or not, here it comes

The potential benefits are exciting; the risks are unnerving; and, despite the amount of overwrought hype, artificial intelligence (AI) is not a fad. Here's the first in our two part series exploring AI and its impact on innovation and the economy.

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Read Part 2