HEALTHCARE

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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2024 ECONOMIC OUTLOOK

And you thought last year was interesting…

The economy performed admirably in 2023 despite expectations of persistent inflation and an anticipated recession. We lay out why we believe 2024 will be more challenging.

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CRYPTOCURRENCY

Bitcoin: Is it a good investment?

With the SEC’s recent approval of 11 spot Bitcoin ETFs, we weigh the merits of cryptocurrency as a long-term investment holding.

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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.

Read Part 1

Read Part 2