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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
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.
AI infrastructure stocks are poised to be the next phase of investment
The economic potential of AI has helped lift the stock market to new highs. A key question for investors is what happens next as the AI rally broadens to involve more companies, according to Goldman Sachs Research.
Jared Cohen on US leaders finding purpose post-presidency
Jared Cohen, president of global affairs and co-head of the Office of Applied Innovation at Goldman Sachs, joins Goldman Sachs’ John F.W. Rogers to discuss the roles US presidents have taken after leaving office as well as other takeaways from his new book Life After Power: Seven Presidents and Their Search for Purpose Beyond the White House.
George Lee in Conversation with Tony Pasquariello: The AI Revolution
George Lee, Co-Head of the Office of Applied Innovation, joined Tony Pasquariello, Global Head of Hedge Fund Coverage, on the Breaks of the Game podcast to discuss the AI revolution — where we are in the cycle, what’s the sentiment among consumers and enterprises, and what are some of the concerns and bottlenecks.
GS SUSTAIN: Adaptation: physical risk, financial risk, opportunity
GS Research believes Adaptation – proactive or reactive measures to mitigate impacts of rising temperatures – will become a growing theme that investors and corporates will focus on through the lens of physical risk, financial risk and revenue opportunity.
Turning tail risks into tailwinds
With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and other findings from her most recent Perspectives report, "Last Mile Investing: Staying Balanced, Finding Opportunities."