Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Exchanges28 Feb 2024

Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

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‘Affordability’: Consumer Concerns and Government Proposals

‘Affordability’: Consumer Concerns and Government Proposals

What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips, Chief US Political Economist...

10 Feb 22min

Implications of an “Americas First” Foreign Policy

Implications of an “Americas First” Foreign Policy

What could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? Hal Brands, professor of global affairs at the Johns Hopki...

3 Feb 26min

Will US Stocks Outperform in 2026?

Will US Stocks Outperform in 2026?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our ou...

27 Jan 21min

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the d...

23 Jan 21min

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share t...

20 Jan 25min

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, an...

15 Jan 23min

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the comin...

13 Jan 24min

Oil Market Impacts from Venezuela

Oil Market Impacts from Venezuela

Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on Januar...

6 Jan 11min

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