The war in the Middle East has rattled global portfolios and triggered the kind of energy shock investors haven’t seen since Russia invaded Ukraine. But Goldman Sachs’ two most senior international executives have a message for markets: the fundamentals haven’t broken and if you’re waiting for deal activity to freeze — don’t hold your breath.
In a new episode of Goldman Sachs Exchanges recorded March 12, Anthony Gutman and Kunal Shah — co-CEOs of Goldman Sachs International and the firm’s global co-heads of Investment Banking and FICC, respectively — offered their most detailed public read yet on what the conflict means for markets, M&A, and the AI era.
