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 Nov 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 Nov 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 Nov 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 Nov 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 Nov 202441min
What will the US presidential election mean for the economy?
How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...
29 Okt 202416min
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...
22 Okt 202432min
More gains ahead for US stocks?
The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...
15 Okt 202419min
