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Markets & outlook · Video

Quarterly Market Update 3Q 2026

For wealth professionals, it offers a manager view on how policy, rates and geopolitics were framed against rising equity markets, plus the Investment Strategy Group’s outlook.

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Summary

By the markets & outlook desk

This Goldman Sachs quarterly market update video features portfolio manager Sofia Bonito discussing the market environment in the third quarter of 2026. The description says the quarter was marked by uncertainty around policy, rates and geopolitics, while equity markets continued to climb. It also covers factors that affected markets over the quarter and the Wealth Management Investment Strategy Group’s outlook for the months ahead.

  1. The quarter was characterized by uncertainty around policy, rates and geopolitics.
  2. Equity markets continued to climb higher.
  3. Sofia Bonito discusses key factors that impacted the market over the quarter.
  4. The video covers the Wealth Management Investment Strategy Group’s outlook for the months ahead.

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