The podcast "Goldman Sachs Exchanges" explores the outlook for global equities, currencies, interest rates, and commodities in 2026. Peter Oppenheimer suggests that equities will be driven by profit growth, particularly in EM and Asia, and advises diversification across sectors, including technology, financials, and industrials. Kamakshya Trivedi anticipates a weaker dollar and range-bound bond yields, with growth being the primary driver for bond yields. Daan Struyven maintains a bullish outlook on gold due to central bank demand and geopolitical factors, while also highlighting the impact of AI on local U.S. power markets. Christian Mueller-Glissmann notes bullish investor sentiment but advises diversification and caution towards carry trades like credit, emphasizing the importance of alternatives in portfolio construction.
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