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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The global economy in 2075: Growth slows as Asia rises
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The Outlook for Financial Services
Asset Allocation Outlook for 2023: Greater Diversification and Divergence
The Path to Net Zero: Managing the Transition
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Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
Navigating Macro Headwinds: A Conversation With the Founders of Brex and Chief
China’s Congress: an inflection point?
Taking Stock: What’s Ahead for US Markets
Breaking Down the Dollar's Rise
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