A perfect setup for the financial sector?
Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulati...
20 Dec 202426min
The outlook for global deal-making
The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of t...
18 Dec 202422min
Will China’s policy stimulus be enough?
Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in ad...
16 Dec 202427min
Investing in Sports: Women’s Sports and the Future
With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the oppor...
13 Dec 202433min
What investors expect from Trump
Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. L...
9 Dec 202420min
Investing in Sports: Building A Better Fan Experience
In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports I...
6 Dec 202431min
Should investors worry about market concentration?
The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owe...
3 Dec 202420min
How AI could impact geopolitics
The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Gol...
26 Nov 202417min
