How AI, the energy transition, and the future of work are shaping impact investing
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term t...
14 Mai 202421min
Is the UK economy finally turning the corner?
Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that smal...
7 Mai 202422min
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And i...
30 Apr 202423min
Weighing the GLP-1 Market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity ca...
23 Apr 202424min
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong. And if you...
16 Apr 202422min
Global insurers turn to private credit — and AI
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Gold...
9 Apr 202419min
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Be...
2 Apr 202442min
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 une...
26 Mar 202419min
