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
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
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
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
