A skeptical look at AI investment
Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s D...
16 Jul 202428min
Oil’s extended reign? Adapting to a new era in oil markets
Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers sh...
9 Jul 202422min
Taking stock: Can the US rally continue?
Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could...
2 Jul 202418min
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and grow...
28 Jun 202425min
Why the French and UK elections matter for investors
As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's loomi...
25 Jun 202426min
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
