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 global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.
The Future of ‘Femtech’
Race to Zero: How Companies Are Deploying Decarbonization Strategies
‘Bidenomics’: Evolution or Revolution?
The Global Chip Shortage: Impact, Outlook and Recovery
The European Recovery: Here to Stay?
From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic
Industrials Influx: What’s Fueling Record Activity Levels?
Crypto: A New Asset Class?
What’s Ahead for Inflation?
Copper is the New Oil
Fostering Innovation Within Companies: An Inside Look at GS Accelerate
The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
Why Global Insurers Are Leaning Into Risk
Markets Update: Emerging Markets’ Next Phase
The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates
What’s Ahead for the U.S. Dollar?
Whenever, Wherever: Seamless Commerce is the Future of Retail
What’s Behind the Record Level of Equity Issuance?
Top of Mind: Reflation Risk
Outlook for Equity Markets
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