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.
How COVID-19 is Impacting Companies’ M&A Strategies
Markets Update: The Rise of the Retail Investor
Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs
Markets Update: Constructive Conditions for Equity Issuers and Investors
To Everyone Who’s Asked, ‘How’s It Going?’
The Great Reset: A Framework for Investing After COVID-19
Markets Update: Investors Assess U.S.-China Risks
The Future of Sustainable Nuclear Energy
Markets Update: Investor Sentiment Improves as Lockdowns Lift
The State of Goldman Sachs’ Small-Business Lending
Markets Update: How ESG is Changing
How Are Small Businesses Surviving?
Markets Update: Latin America
Client Call: How Retailers Will Re-Open
Markets Update: Central Bank Responses
Client Call: CFO Perspectives
Markets Update: Oil Prices Drop to Record Lows
Client Call: Oil Update as Negative Prices Emerge
How the Housing Sector Has Been Impacted by the Economic Slowdown
Markets Update: What Investors Are Watching
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