The key US equity theme for 2025

Learn more about how we cultivate and harness world-class intellectual capital and expertise to solve our clients’ most complex challenges.

What We Do

We harness every resource, insight, relationship, and competitive advantage to drive superior results for our clients.

Serving Clients

Analysis and perspectives on the global economy and markets, from across Goldman Sachs

Insights

Our award-winning podcast features Goldman Sachs leaders on the key issues shaping the global economy.

Goldman Sachs Exchanges

We aspire to be the world’s most exceptional financial institution.

Our Firm

We help entrepreneurs create jobs and economic opportunity through rigorous business education programs, access to capital, and networking.

10,000 Small Businesses

There are many chapters in a career. There is only one Goldman Sachs.

Careers

<a href="/careers/students/programs-and-internships?0=gscom%253Aprogram-type%252Finternship">Applications are now open for the Goldman Sachs 2026 Summer Internship Program.</a>

2026 Summer Internship Program

"The key US equity theme for 2025"

"/content/dam/gs/gscom/pdfs/insights/the-markets/the-key-us-equity-theme-for-2025/Transcript.pdf"

/pdfs/insights/the-markets/the-key-us-equity-theme-for-2025/Transcript.pdf

"With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking &amp; Markets, shares his outlook with Chris Hussey.&nbsp;&nbsp;\r\n&nbsp;\r\nThis episode was recorded on January 23, 2025.\r\n"

With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking &amp; Markets, shares his outlook with Chris Hussey.&nbsp;&nbsp;
&nbsp;
This episode was recorded on January 23, 2025.

Accessibility Notice:&nbsp;A&nbsp;<a href="/transcript-requests">transcript is available&nbsp;</a>for any video on this page.