2024 ECONOMIC OUTLOOK

Is growth sustainable?

With a great start to the year for the stock market and economic growth surprising to the upside, investors are likely wondering: is this sustainable? We answer this and other pressing client questions surrounding the economy and financial markets.

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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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OVERSEAS OPPORTUNITIES

Spotlight on China, Europe and Japan

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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FIXED INCOME

Active vs. passive investing

For investors focused on total return, there are several major differences that make the active approach to managing fixed income the logical choice over a passive approach.

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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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