Investing in a post-modern ‘super cycle’
Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sa...
6 Feb 202423min
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work. Le...
1 Feb 202428min
The Future of Four Wheels: Episode 3, The New New-Car Business
In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration. Learn more about ...
31 Jan 202434min
The Future of Four Wheels: Episode 2, Building the Car of the Future
In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital import...
30 Jan 202429min
The Future of Four Wheels: Episode 1, The Twin Revolution
In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete ret...
29 Jan 202426min
Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than...
23 Jan 202419min
America Powers On: Why US equities are still poised to outperform in 2024
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recomme...
18 Jan 202422min
US presidential elections outlook: Implications for policy and markets
As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sac...
9 Jan 202427min
