In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global... 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
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