The Road to 2050: Balancing Climate Goals with Energy Security
The road to reducing greenhouse gas emissions to zero by 2050 has never been more urgent, but geopolitical tensions, supply chain disruptions and rising inflation have led to renewed focus on energy s...
3 Touko 202227min
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, ...
26 Huhti 202228min
Changes at the Top: Spinoffs, Separations and Restructurings
Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of ...
19 Huhti 202220min
Rising Stagflation Risks Are Changing the Investment Playbook
For decades, investors have relied on a 60/40 portfolio — a mix of 60% stocks and 40% bonds — for steady growth and income. But rising stagflation risks are raising the possibility of a “lost decade” ...
12 Huhti 202228min
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
Innovations in the U.S. and China have largely overshadowed Europe's tech scene. But now, thanks to supportive government policies and a surge of private capital, the sector is set to take off. In our...
5 Huhti 202224min
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How is Europe weaning itself from Russian oil and gas? In our latest Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, senior energy strategist on the commodities team, Alberto Gando...
29 Maalis 202225min
How Policymakers are Navigating Stagflation Risk
In the latest episode of Exchanges at Goldman Sachs, Former President of the Federal Reserve Bank of Boston Eric Rosengren, Vice Chairman of BlackRock Philipp Hildebrand, and Goldman Sachs’ Head of Gl...
25 Maalis 202216min
Gene Editing: The Future of Genomic Medicine & Biotech Investing
In the latest episode of Exchanges at Goldman Sachs, Salveen Richter, Lead Analyst for the U.S. Biotechnology Sector in Goldman Sachs Research, explains how new innovations in gene editing are transfo...
23 Maalis 202217min
