Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally. For more information, r

Large-cap investing with Jennison Associates’ Kathleen McCarragher

7 days ago 25m 41s

Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building

Why the French and UK elections matter for investors

10 days ago 26m 16s

As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting Fre

2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

17 days ago 28m 41s

Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors migh

Power surge: AI, renewable energy, and the future of electricity

24 days ago 28m 40s

The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind t

Central bank divergence: Why it's happening and why it matters

Jun 4th, 2024 20m 47s

The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatziu

Can private equity bounce back?

May 28th, 2024 26m 55s

On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’

Is China’s rebound for real?

May 21st, 2024 27m 58s

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital ma

How AI, the energy transition, and the future of work are shaping impact investing

May 14th, 2024 21m 54s

Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term trends shaping impact investing and the inves

Is the UK economy finally turning the corner?

May 7th, 2024 22m 13s

Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth.

Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

Apr 30th, 2024 23m 12s

Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits.And if you want more insights from Goldman Sachs,

Weighing the GLP-1 Market

Apr 23rd, 2024 24m 27s

The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode

Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

Apr 16th, 2024 22m 1s

Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong.And if you want more insights from Goldman Sachs, make

Global insurers turn to private credit — and AI

Apr 9th, 2024 19m 53s

Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discus

Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

Apr 2nd, 2024 42m 34s

Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Bell Lovelace founded the firm in 1931, recent

Are the largest US stocks too dominant?

Mar 26th, 2024 19m 8s

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the

Global transit & trade: in rough waters

Mar 19th, 2024 32m 45s

Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind r

High mortgage rates, limited inventory continue to challenge the US housing market

Mar 12th, 2024 21m 11s

High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 20

What’s ahead for retail: how retail CEOs are navigating a more complex environment

Mar 5th, 2024 37m 2s

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Reta

Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Feb 28th, 2024 23m 46s

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the i

Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

Feb 23rd, 2024 35m 57s

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management.

Shifting supply and demand dynamics buffer oil market

Feb 21st, 2024 21m 15s

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that have muted the likelihood of large prices s

2024: the year of elections

Feb 13th, 2024 25m 31s

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Relations, and Timothy Garton Ash, professor o

Investing in a post-modern ‘super cycle’

Feb 6th, 2024 23m 14s

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 Sachs Research’s Peter Oppenheimer, chief glob

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

Feb 1st, 2024 28m 55s

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.