Why Health Care's Future Is All About Value
Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the industry have begun to explore value-based contracts, p...
20 Jul 201729min
Music: Back in Black
Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second digital revolution," according to Lisa Yang of Go...
30 Jun 201729min
Retail: Online, Offline, All the Time
The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consumer ...
16 Jun 201728min
Space: The Next Investment Frontier
Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, sen...
22 Mai 201724min
The Metrics that Matter: A 'Mainstream' Approach to ESG
Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the G...
8 Mai 201726min
Post-Brexit Europe: A Period of Uncertainty and Opportunity
The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business opera...
26 Apr 201722min
'Peak Momentum' and a New Phase for Asian Stocks
Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest return...
7 Apr 201728min
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
