Goldman Sachs Investment Outlook 2026: Seeking Catalysts Amid Complexity

Goldman Sachs Investment Outlook 2026: Seeking Catalysts Amid Complexity
Presented by Jennifer Guenther, CFA
Vice President and Senior Market Strategist, Goldman Sachs Asset Management

📅 Date: Wednesday, January 14, 2026
🕰️ Time: 11:30 AM to 1:15 PM
📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563

This event is brought to you in partnership with CFA Society of San Francisco.

👉 REGISTER NOW

Why This Event Matters

The investment landscape heading into 2026 is complex, fast moving, and shaped by powerful forces that are creating both risk and opportunity. Central bank decisions, shifting global trade dynamics, fiscal pressures, geopolitical realignment, and the rising influence of artificial intelligence are reshaping the way investors think about risk, return, and long-term strategy.

This presentation will help advisors make sense of that complexity and identify the catalysts that may drive returns across public and private markets in the year ahead. You will gain practical insight into how to navigate uncertainty, position portfolios for a range of scenarios, and respond to macro trends that continue to evolve at a rapid pace.

Advisors looking to strengthen their strategic outlook at the start of the year will not want to miss this session.

What You’ll Learn

✅ How central bank policy paths may diverge and what that means for portfolios
✅ The impact of trade realignment, supply chain shifts, and persistent fiscal deficits
✅ The role of AI, capital investment, and innovation in shaping market leadership
✅ Where public markets may offer selective opportunities despite concentration risk
✅ How private markets, alternative strategies, and diversified allocations may support alpha
✅ Key catalysts that could influence returns, including easing cycles and renewed dealmaking
✅ Rising themes such as economic security, energy demand, and global power infrastructure

About the Speaker

Jennifer Guenther, CFA
Vice President and Senior Market Strategist
Goldman Sachs Asset Management

Jennifer Guenther focuses on global capital markets research, macroeconomic strategy, and client engagement for Goldman Sachs Asset Management. As part of the Client Solutions Group, she helps advisors understand market drivers and make informed decisions across asset classes. Her work spans public policy, geopolitical analysis, and cross-market insights.

Prior to re-joining the Client Solutions Group, Jennifer served as a Regional Director for the Goldman Sachs 10,000 Small Businesses Voices program, the public policy arm of the firm’s flagship entrepreneurial initiative. She worked with business leaders and policymakers to promote legislation and regulatory guidance that supports small business growth. Earlier in her career, she specialized in capital markets and tax policy within the firm’s Office of Government and Regulatory Affairs.

Jennifer holds a BBA in finance and political science with a concentration in international business from the University of Notre Dame. She is a CFA Charterholder.

Pricing

🎟️ FPA Member Early Bird (through 1/12/26): $49
🎟️ FPA Member Regular (1/13–1/14/26): $59
🎟️ Guest / Non-Member: $98

Continuing Education

This program is eligible for CFP CE Credit