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Goldman Sachs The Markets
Finding opportunities in a “trickier” market
Feb 7, 2025
Brian Garrett, head of the equity execution team at Goldman Sachs, shares his expertise on the current market landscape. He highlights the increasing dispersion among S&P stocks, suggesting that investors can leverage this volatility for strategic stock selection. The conversation also delves into fixed income opportunities amidst low volatility and the impact of economic indicators on market sentiment. With a focus on finding chances in a trickier market, Garrett offers valuable insights for navigating these complexities.
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Quick takeaways
- The market is now characterized by increased dispersion, creating a vital environment for stock-pickers seeking individual investment opportunities.
- Longer-duration fixed income investments are becoming increasingly attractive due to their competitive yields, highlighting the shift from historical low volatility.
Deep dives
Market Reaction to Tariffs
The recent market response to tariffs reflects a mix of unpredictability and volatility predominantly influenced by geopolitical negotiations. The swift engagement from clients and subsequent market turbulence indicated that the magnitude of the tariffs caught many off guard, especially with the unexpected retraction of tariffs against Mexico and Canada shortly after their announcement. As market participants adapted to these fluctuations, discrepancies emerged between equity and foreign exchange markets, highlighting the varying impacts of such news. Over time, it’s anticipated that the shock from these announcements will decrease as the market adjusts to frequent hawkish headlines followed by more moderate implementations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode