Goldman Sachs·2026-10-30Strategy
Equities·OverweightWorld real GDP growth: 2.7%2026E
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-10-28StrategyLong-dated S&P 500 call options·Overweight
- Goldman Sachs·2026-10-26StrategyKorea·OverweightKOSPI index 12m target: 9,00012m
- Goldman Sachs·2026-10-26StrategyEquities·OverweightCredit·UnderweightCash·OverweightBonds·Overweight
- Goldman Sachs·2026-10-25StrategyKorea·OverweightKOSPI index 12m target: 9,00012m
- Goldman Sachs·2026-10-25StrategyKorea·OverweightPower·OverweightCorporate governance·OverweightKOSPI index 12m target: 9,00012mMXAPJ index 12m target: 1,04012m
- Goldman Sachs·2026-10-24StrategyTAIEX 12m index target: 57,50012m
- Goldman Sachs·2026-10-24Strategy
- Goldman Sachs·2026-10-23Strategy
- Goldman Sachs·2026-10-23StrategyShort duration factor·OverweightStrong balance sheets·OverweightGlobal cyclicals value·OverweightAsia AI infrastructure·Overweight
- Goldman Sachs·2026-10-23StrategyAgency MBS basis·OverweightNon-QM AAA RMBS·Overweight
- Goldman Sachs·2026-10-23StrategyQuality / strong balance sheet·Overweight
- Goldman Sachs·2026-10-23Strategy
- Goldman Sachs·2026-10-23Strategy
- Goldman Sachs·2026-10-23StrategyChina real GDP growth: 4.6%2026
- Goldman Sachs·2026-10-23Strategy
- Goldman Sachs·2026-10-23StrategyTaiwan·OverweightKorea·OverweightBrazil·OverweightSouth Africa·Overweight
- Goldman Sachs·2026-10-22StrategyChina A-shares·OverweightChina H-shares·NeutralChina Banks·Overweight
- Goldman Sachs·2026-10-20Strategycommodities·Overweightcopper·Overweight
- Goldman Sachs·2026-10-19Strategy