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 Markets: Are markets pricing in the potential of a default?
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
The Markets: Why European stocks are beating US equities
Investing during times of market stress
The Markets: Pricing in the probability of a recession
Breaking Free: The rise of corporate separations
U.S.-China: more decoupling ahead?
The Markets: Fed rate hikes, banking stress & debt limit concerns
Is big tech back?
What happens if the U.S. government can’t pay its bills?
The Markets: Volatility, Earnings, and European Equities
Navigating the trillion dollar path to a more sustainable economy
How Porsche CEO Oliver Blume is driving innovation
The Markets: A ‘bulletproof’ stock market?
Navigating the ‘perfect storm’ in commercial real estate
What’s on the minds of the world’s largest investors?
All about bank(panic)s and the implications for policy
How Europe’s tech startups are continuing to innovate in the current market
What’s driving the surge in shareholder activism activity?
Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics
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