Where Are Retailers Looking For Growth?
Exchanges3 Heinä 2019

Where Are Retailers Looking For Growth?

In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth and shifting demographics. While Davis acknowledges that growth strategies are “very specific to a retailer or brand,” she outlines three key areas of focus for her clients: customer demographic growth, channel growth (including the rise of digitally native brands), and geographic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Will China’s policy stimulus be enough?

Will China’s policy stimulus be enough?

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in ad...

16 Joulu 202427min

Investing in Sports: Women’s Sports and the Future

Investing in Sports: Women’s Sports and the Future

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the oppor...

13 Joulu 202433min

What investors expect from Trump

What investors expect from Trump

Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing.  L...

9 Joulu 202420min

Investing in Sports: Building A Better Fan Experience

Investing in Sports: Building A Better Fan Experience

In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports I...

6 Joulu 202431min

Should investors worry about market concentration?

Should investors worry about market concentration?

The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owe...

3 Joulu 202420min

How AI could impact geopolitics

How AI could impact geopolitics

The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Gol...

26 Marras 202417min

Investing in Sports: A New Media Model

Investing in Sports: A New Media Model

Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the...

22 Marras 202427min

2025 outlook: Will tailwinds trump tariffs?

2025 outlook: Will tailwinds trump tariffs?

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congre...

20 Marras 202430min

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