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 Retail Group, who discuss the deal-making landscape and the challenges facing investors and consumers. Ingrassia and Rana also join Ted Decker, chairman, CEO, and president of The Home Depot, and Dave Kimbell, the CEO of Ulta Beauty, on a panel held at the annual Retail Industry Leaders Association CEO Forum, to discuss the industry’s challenges and opportunities.
Private credit investing with Ares Management’s Mike Arougheti
A skeptical look at AI investment
Oil’s extended reign? Adapting to a new era in oil markets
Taking stock: Can the US rally continue?
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Why the French and UK elections matter for investors
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Power surge: AI, renewable energy, and the future of electricity
Central bank divergence: Why it's happening and why it matters
Can private equity bounce back?
Is China’s rebound for real?
How AI, the energy transition, and the future of work are shaping impact investing
Is the UK economy finally turning the corner?
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Weighing the GLP-1 Market
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Global insurers turn to private credit — and AI
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Are the largest US stocks too dominant?
Global transit & trade: in rough waters
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