Are the largest US stocks too dominant?
Exchanges26 Mar 2024

Are the largest US stocks too dominant?

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings. If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(610)

Manufacturing in the Digital Age: A Balancing Act for Businesses

Manufacturing in the Digital Age: A Balancing Act for Businesses

The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Investmen...

27 Mar 201720min

Rhetoric Meets Reality in Washington

Rhetoric Meets Reality in Washington

President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phill...

10 Mar 201731min

Asia Adapts to a New Investing Climate

Asia Adapts to a New Investing Climate

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on ...

22 Feb 201719min

China, Trump and Asia's Shifting Trade Order

China, Trump and Asia's Shifting Trade Order

The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. Andrew Tilton, chief Asia economist of Goldman Sac...

7 Feb 201723min

Half Full: The Case for Remaining Invested in US Equities

Half Full: The Case for Remaining Invested in US Equities

US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth...

17 Jan 201729min

My Generation: What Your Birth Year Says about How You'll Spend

My Generation: What Your Birth Year Says about How You'll Spend

Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the diff...

10 Jan 201725min

Artificial Intelligence: The Apex Technology of the Information Age

Artificial Intelligence: The Apex Technology of the Information Age

Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments and labor costs more efficient. That would provid...

27 Des 201619min

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn s...

12 Des 201620min

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