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.
KKR’s Henry Kravis on private equity, culture, and global markets
Uncharted territory: Navigating a ‘geopolitical recession’
Asset allocation outlook: The case for greater portfolio diversification in 2024
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Middle East risks
M&A in 2024: Navigating opportunities and challenges
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
What China’s struggling property sector means for the global economy and markets
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
Why the global economy and markets can continue to outperform in 2024
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Impactive Capital’s private equity approach to ESG-oriented activism
Is US outperformance at a turning point?
Unlocking the AI M&A Supercycle
Commercial real estate risks
Implications of a higher-for-longer rate regime
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
Why most Americans aren’t saving enough for retirement
The IPO market’s soft opening
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