"The Market Is Fragile"

"The Market Is Fragile"

From The Markets by Goldman Sachs

March 20, 2026 · 10 min

About this episode

John Storey discusses market fragility and investor positioning in the context of the S&P 500.

While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential for “asset-heavy” companies to outperform, in this conversation with Chris Hussey. Recorded on March 18, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability…

People in this episode

Host: Chris Hussey

Guest: John Storey

Topics covered

  • market analysis
  • investor positioning
  • asset-heavy companies
  • equities
  • financial markets

Keywords

  • market fragility
  • S&P 500
  • investor positioning
  • asset-heavy companies
  • equities

Mentioned in this episode

Organizations: Goldman Sachs, Goldman Sachs Global Banking & Markets

Places: S&P 500

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