Lotfi Karoui​

Global Investment Research​

Goldman Sachs - New York​

Lotfi is the chief credit strategist and head of the Credit​ Research Group at Goldman Sachs.​

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Key Questions

1. Recent bank failures: What happened and what are the implications for Fed policy and the economy?
2. Why is the yield curve so severely inverted and what does that mean for asset allocation in fixed-income markets? Why would you own long-dated bonds if cash pays 5%?
3. How problematic are higher rates for borrowers: Will something break and push the economy into recession?
4. Where does GS see value across the entire fixed-income spectrum​