Sharmin Mossavar-Rahmani, head of the Investment Strategy Group at Goldman Sachs Wealth Management, shares her insights on the enduring dominance of the U.S. equities market. She discusses the robust outlook for U.S. investments, despite current high valuations, and the need for a strategic shift toward private investments. The conversation also covers China's economic struggles compared to Japan, the evolving role of gold, and the importance of strategic asset allocation to navigate market volatility effectively.

2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. So, should investors stay invested in the markets? In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management at Goldman Sachs, addresses this question and outlines her team's investment themes and views for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Borish, the CEO of a computer trading firm, shares insights on the recent surge in small-cap stocks. Former Treasury Secretary Lawrence H. Summers compares the economic strategies of Vice President Harris and ex-President Trump. Sharmin Mossavar-Rahmani from Goldman Sachs discusses America's enduring economic supremacy. David Hunt from PGIM breaks down the differences between risk and volatility, while Owen Thomas of BXP highlights the crucial role of premium office spaces in the commercial real estate recovery.