European energy storage: a new multi-billion-dollar asset class How we produce and consume electricity is changing fundamentally. In Europe, the capacity of renewable energy sources is growing very rapidly, while traditional power plants are slowly being decommissioned. That’s creating a unique new opportunity for investors amid the emerging demand for battery storage, which provides balance to electricity markets. “With energy storage, there’s a new and interesting asset class...

How Trump’s election is forecast to affect US stocks Goldman Sachs Research’s forecast for the S&P 500 Index of stocks is broadly the same as it was before Donald Trump won the US presidential election. Beneath the surface, however, the outlook has changed substantially for some sectors. The S&P 500 is still projected to climb some 9% to 6300 in the next 12 months, David Kostin, chief US...

Will European stocks rally in 2025? Goldman Sachs Research expects European stocks to rally in 2025 even as the region faces headwinds from political and trade uncertainty and slow economic growth. The STOXX 600 index, made up of European and UK companies, is forecast to generate a total return of about 9% next year (as of 19 November 2024) — which is modestly lower than Goldman Sachs Research’s...