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.
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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
Navigating the new geopolitical and technology landscape
What the banking turmoil means for investors’ portfolios
The impact of bank failures on markets and the economy
How much higher can bond yields go?
How 3 retail CEOs are navigating today’s economic landscape
Is it time to invest in emerging markets?
Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance
Are we on the cusp of a generative AI revolution?
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Why investors are leaning into alternatives: Apollo’s Marc Rowan
The Bigger Worry: Growth or Inflation?
How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
As China reopens, what’s ahead for commodities in 2023?
The global economy in 2075: Growth slows as Asia rises
What’s ahead for economies and markets in 2023?
M&A in 2023: A complex but optimistic outlook for deal-making
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