The Metrics that Matter: A 'Mainstream' Approach to ESG
Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the G...
8 Maj 201726min
Post-Brexit Europe: A Period of Uncertainty and Opportunity
The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business opera...
26 Apr 201722min
'Peak Momentum' and a New Phase for Asian Stocks
Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest return...
7 Apr 201728min
Manufacturing in the Digital Age: A Balancing Act for Businesses
The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Investmen...
27 Mars 201720min
Rhetoric Meets Reality in Washington
President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phill...
10 Mars 201731min
Asia Adapts to a New Investing Climate
Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on ...
22 Feb 201719min
China, Trump and Asia's Shifting Trade Order
The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. Andrew Tilton, chief Asia economist of Goldman Sac...
7 Feb 201723min
Half Full: The Case for Remaining Invested in US Equities
US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth...
17 Jan 201729min
