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The OCIO Perspective
Practical guidance from the GSIS investment team on OCIO services, high-net-worth portfolio management, asset allocation, risk management, private markets, and investment governance for families, business owners, family offices, foundations, endowments, nonprofits, and institutions.
GSIS Weekly: The Market in Review - Week ended October 30, 2026
GSIS Weekly: The Market in Review Week ended October 30, 2026 Stocks fell for a third straight week as concerns about artificial intelligence (AI) spending weighed on technology shares, with a sharp drop on Friday after results from...
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GSIS Weekly: The Market in Review - Week ended October 23, 2026
Stocks fell for the week ended Oct. 23 as a Thursday tech sell-off, sparked by Meta’s spending outlook, erased early gains. The 10-year yield dropped to 5.00%, and Brent crude neared $112. The Fed meets Wednesday.
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GSIS Weekly: The Market in Review - Week ended October 16, 2026
GSIS Weekly: The Market in Review Week ended October 16, 2026 Stocks fell this week as a sell-off in artificial intelligence (AI) related shares, higher oil prices, and a hotter inflation report overshadowed the start of earnings...
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GSIS Weekly: The Market in Review - Week ended October 10, 2026
GSIS Weekly: The Market in Review Week ended October 9, 2026 U.S. stocks reached a record high on Tuesday and finished the week higher, even as Treasury yields touched their highest level since 2002 on Wednesday. A well-received...
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GSIS Weekly: The Market in Review - Week ended October 2, 2026
Stocks were little changed this week while the 10-year Treasury yield reached its highest level since 2002 before easing. A weaker-than-expected jobs report pulled interest-rate expectations lower. Read our review of bonds, oil, tech...
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GSIS Weekly: The Market in Review - Week ended September 25, 2026
A straightforward recap of the market week, from rates and oil to technology leadership and the labor-market reports ahead.
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GSIS Weekly: The Market in Review - Week ended September 18, 2026
Welcome to the first GSIS Weekly: The Market in Review, created in response to client requests for a straightforward recap of what moved markets and what is ahead. Markets were mixed this week as interest rates moved higher. Global...
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