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Goldman Sachs research highlights 2026 as a pivotal growth year across multiple sectors, even as various regions navigate immediate macro headwinds. In the real estate and lodging space, the firm notes that CapitaLand Investment is executing an asset-light transition focused on divestments, while Airbnb is projected to achieve low-double-digit revenue growth driven by international expansion. Within the gaming sector, analysts remain optimistic about long-term catalysts like Wynn Resorts' UAE project, despite recent margin compression in Macau where GGR market share fell. Conversely, the firm has adopted a more cautious stance on Brazilian financials, downgrading BB Seguridade due to a cooling top-line and forecasted earnings contraction. Regarding China’s macro landscape, Goldman Sachs observes a divergence where total social financing beat expectations at RMB 7.22 trillion, yet primary property prices continued to fall by an annualized 5.3% in January. Overall, the research direction points toward tactical navigation of China's property correction while positioning for a recovery in global consumer and fee-based business models by 2026.

2006 reports available

This Week in Global Research thumbnail

This Week in Global Research

Goldman Sachs·Jun 18, 2026

This report highlights a strategic pivot toward capital-intensive stocks and provides updates on global central bank policies, the impact of a US-Iran peace deal on oil prices, and sector-specific developments in AI infrastructure and healthcare.

Powering Up Europe thumbnail

Powering Up Europe

Goldman Sachs·Jun 17, 2026

Europe's datacenter pipeline has expanded to nearly 500 GW, significantly driving future power demand and creating a generational investment opportunity in energy infrastructure. Utilities and power generation firms are positioned as key enablers of this AI-driven infrastructure boom.

Utilities Daily: Powering Up Europe thumbnail

Utilities Daily: Powering Up Europe

Goldman Sachs·Jun 17, 2026

The report highlights a massive surge in European datacenter connection requests, now reaching 500 GW, which is expected to drive significant long-term power demand. Utilities are positioned to benefit from this 'super cycle' through grid reinforcement and energy provision as AI spending continues to climb.

US Morning Call thumbnail

US Morning Call

Goldman Sachs·Jun 18, 2026

This report provides a recap of the June FOMC meeting and initiates coverage on US power providers Talen Energy and Constellation Energy. Analysts emphasize structural supply/demand tightness in the utilities sector.

GS European Express thumbnail

GS European Express

Goldman Sachs·Jun 19, 2026

This report provides research updates on BMW, Siemens Energy, Nexans, and BESI following significant corporate news and events. It also covers macroeconomic sentiment from the BoE and gold price adjustments.

GS Utilities Daily thumbnail

GS Utilities Daily

Goldman Sachs·Jun 19, 2026

This report previews Q2 2026 earnings for Fortum and discusses potential restructuring at Siemens Energy. It also highlights the broader 'super cycle' trend in European utilities driven by datacenter electrification and grid investment.

EM Weekly Fund Flows Monitor

Goldman Sachs·Jun 19, 2026

US Week Ahead

Goldman Sachs·Jun 20, 2026

Japan Banks: Considering Investment Strategies Post-BOJ MPM

Goldman Sachs·Jun 16, 2026

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