Private equity has runway to grow from here, says Goldman Sachs’ Mike Nickols: click.gs.com/b2g9 #GSExchanges
A handful of US stocks are dominant. But investor interest is broadening to other companies, says Goldman Sachs’ Peter Callahan. click.gs.com/tpwg #GSExchanges
How sustainable is the rally in China’s equity market? Goldman Sachs Research’s Kinger Lau explains: click.gs.com/d4j1 #GSExchanges
The UK economy is “turning the corner” after two years of sluggish performance, says Goldman Sachs Research’s Jari Stehn: click.gs.com/vxth #GSExchanges
Goldman Sachs Research’s Brian Singer on investing in sustainable goals: click.gs.com/5xme #GSExchanges
Are GLP-1s the silver bullet for weight loss that many people believe them to be? One obesity medicine physician explains why the market might be smaller than expected: click.gs.com/qecr #GSExchanges
Goldman Sachs Research’s David Mericle explains why he’s not seeing signs of “overheating inflation” and believes recent surprises will prove temporary: click.gs.com/s1p4 #GSExchanges
Why the return of great power competition is leading to rising maritime and geopolitical risks: click.gs.com/gtpm #GSExchanges
What’s the biggest challenge facing asset managers? Capital Group’s Rob Lovelace explains: click.gs.com/9vje #GSExchanges
Why company-specific micro moves may affect the retail industry more than macro forces in 2024: click.gs.com/kdnb #GSExchanges
Why global insurers’ investment moves can have “significant” implications on asset classes: click.gs.com/9xt0 #GSExchanges
Insurers focus on adding yield and resiliency to their investment portfolios:click.gs.com/tjye #GSExchanges
Goldman Sachs Research’s Roger Ashworth explains the “affordability shock” challenging the US housing market: click.gs.com/sd0s #GSExchanges
Goldman Sachs’ Alec Phillips explains why there’s less political focus on rising deficits: click.gs.com/0tfy #GSExchanges
Are tech stocks in a bubble? Goldman Sachs Research’s Ben Snider points out that mega-tech stock valuations are falling as earnings climb. click.gs.com/dgou #GSExchanges
Ulta Beauty CEO Dave Kimbell on the “emotional recession” consumers are facing: click.gs.com/mjql #GSExchanges
Goldman Sachs’ Jonny Fine explains why markets are worried about Treasury bond auctions: click.gs.com/dgk3 #GSExchanges
Excess capacity is helping mitigate the impact of shipping disruptions, explains DHL Group CEO Tobias Meyer: click.gs.com/ippo #GSExchanges
At current prices, it would cost the US government a staggering sum to expand insurance coverage for GLP-1s, according to MIT’s Jonathan Gruber: click.gs.com/0m1c #GSExchanges