Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil... more

Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement... more

The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and... more

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment... more

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles... more

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today,... more

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears.... more

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that... more

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head... more

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why... more

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on... more

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman... more

Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as... more

Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this... more

Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven... more

Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook... more

Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic... more

As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape?... more

Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half... more

The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels... more

The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems... more

On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges... more

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go... more

Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs... more

Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s... more

Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec... more

The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But... more

Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook... more

Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more... more

Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his... more

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for... more

Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and... more

High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs... more

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’... more

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns... more

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned... more

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains... more

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head... more

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term... more

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change... more

In the third episode of our four-part special series, we delve into the ways carmakers new and old have to... more

In the second episode of our four-part special series, we go deep into how the production of the car is... more

In the first episode of our four-part special series, we take a close look at the two fundamental changes that... more

Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business... more

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares... more

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office... more

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution... more

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall... more

As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising.... more

How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and... more

In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US... more

After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and... more

As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management... more

China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode,... more

In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global... more

Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in... more

In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his... more

Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and... more

Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an... more

The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains... more

The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for... more

US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional... more

Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs... more

General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based... more

An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A... more

Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges,... more

After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies... more

Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly,... more

Goldman Sachs’ Co-head of Global Banking & Markets Jim Esposito explains how companies and investing clients are navigating markets and... more

In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career... more

Worries that rising inflation will force the Federal Reserve to raise interest rates later this year appear to be fading... more

Goldman Sachs Research’s Sharon Bell and Gizelle George-Joseph discuss the progress, challenges, and opportunities facing women and Black Americans, respectively,... more

The music industry is on the verge of another major structural change, so what should listeners, artists, and industry professionals... more

As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about... more

Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the... more

Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation... more

More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that... more

Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant... more

China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving... more

Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In... more

Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and... more

Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman... more

The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path... more

Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has... more

Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current... more

Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara... more

Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s... more

How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew... more

Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in... more

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and... more

Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very... more

Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the... more

Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global... more

In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market... more

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a... more

In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures.... more

Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden... more

Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment... more

After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term... more

The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the... more

Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next... more

The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands... more

The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity... more

Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund... more

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a... more

As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their... more

The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest... more

From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of... more

Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass,... more

In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest... more

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through... more

The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry.... more

Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode... more

How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode... more

As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode... more

In a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his... more

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological... more

2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with... more

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything —... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with... more

Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's... more

What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades... more

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius,... more

After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So... more

The recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the... more

Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US?... more

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios.... more

Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero.... more

Central banks’ aggressive policy tightening has raised concerns about what could break in a global financial system accustomed to low... more

Plentiful natural gas supplies and mild weather across Europe are creating optimism that the continent may be able to avoid... more

As the voting continues from the U.S. midterm elections, the results so far indicate a status quo in country’s political... more

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will... more

Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track.... more

What’s top of mind for exceptional entrepreneurs? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Kim Posnett,... more

The 20th Party Congress of the Chinese Communist Party, which kicked off on Sunday, promises to be one of the... more

It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear... more

What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of... more

One of the fastest-growing sectors in the fashion and apparel industry has been the resale market, fueled by price and... more

In the fight to combat high inflation, the Federal Reserve and the European Central Bank have embarked on aggressive tightening... more

Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges... more

While the real estate market has been a near sure-fire investment in recent years, rising rates, inflation and recession risks... more

The business of life sciences came into sharp focus after the pandemic highlighted the effectiveness of mRNA vaccines in protecting... more

The recent decline in commodity prices has provided a rare respite for central banks trying to rein in high inflation.... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Tara Alhadeff, partner at Permira, talks with Alison Mass, chairman of... more

The Asian American community has seen marked success in education, income and innovation but remains underrepresented in managerial and executive... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Eurie Kim, Managing Partner at Forerunner Ventures, speaks with Goldman Sachs’ Katie... more

Small businesses are the life blood of the U.S. economy and the backbone of local communities , but the current... more

In this episode of Exchanges at Goldman Sachs: Great Investors, Howard Marks, Co-Chairman of Oaktree Capital Management, speaks with Goldman Sachs’ Katie... more