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
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
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?
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
Investing in Sports: The Next Trillion Dollar Market?
The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adj...
15 Marras 202437min
What Trump’s policies could mean for the Fed
Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on w...
12 Marras 202418min
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...
7 Marras 202422min
How Clearlake Capital’s José E. Feliciano is finding value across private markets
Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...
4 Marras 202441min
