2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer...
18 Jun 202428min
Power surge: AI, renewable energy, and the future of electricity
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, a...
11 Jun 202428min
Central bank divergence: Why it's happening and why it matters
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist a...
4 Jun 202420min
Can private equity bounce back?
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan...
28 Mai 202426min
Is China’s rebound for real?
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the...
21 Mai 202427min
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
