Mariam Kamshad, head of portfolio strategy for Goldman Sachs Workplace and Personal Wealth Investments, provides a brief review of 2022 and discusses economic themes for 2023 including:
- How the Federal Reserve’s rate hikes and quantitative tightening impacted US economic growth and inflation last year.
- The Investment Strategy Group’s (Asset & Wealth Management at Goldman Sachs), or ISG's, forecast for below-trend yet positive domestic economic growth and declining inflation, including a drop in housing prices later this year.
- ISG’s outlook for the market.
