These opaque markets have grown fourfold over the past decade to command $10 trillion.
A relentless decline in Chinese equities has drawn interest from some market participants.
The S&P 500 has already blown past the Wall Street consensus over where the index will finish the year.
The speculative boomlet stands in contrast to the broader stock market which so far is ignoring the election.
One big question is how much the AI craze will contribute to earnings.
Finding winning stocks outside of big tech has become virtually impossible, money manager say.
The picture may become more clear in the coming weeks as more companies release quarterly results.
Stocks defied fears of a recession to soar in 2023 and have continued to climb.
Investors are reverting to owning the so-called Magnificent Seven group of stocks, the bank's analysts say.
A physician at one of America's top hospitals moonlights as an amateur financial sleuth and writer.
Wagers on Fed rate cuts have spurred investors to increase their US stock exposure.
But he predicted that the rally would fade as the year goes on.
Emerging markets are almost certain to outperform the US over the longer term, the firm said.
Investors can expect more uncertainty as high interest rates impact the global economy, the firm said.
Three Wall Street executives weigh in on the dangers they see ahead for investors.
The firm's strategists advised investors to stick with U.S. equities.
Goldman's equity shop is now poised to post its biggest lead over Morgan Stanley in years.
Many market prognosticators were caught wrong-footed last year by predictions that the US stock market would bottom in 2023.
The full force of prior Fed rate hikes is still being felt in the economy, the firm's analysts said.
The bank sees less upside for global stocks this year.