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 Companies are Navigating the Energy Transition
Investing with The Carlyle Group’s Sandra Horbach
The Boom in Private Credit
Investing with KKR’s Tara Davies
Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability
Investing with Norges Bank Investment Management’s Nicolai Tangen
Cybersecurity Deals Surge Amid Rising Attacks
Investing with KKR’s Joe Bae
Equity Bear Market: A Paradigm Shift?
Investing with Altimeter Capital’s Brad Gerstner
How Retail Investors Are Shaping Markets
Investing with Advent International’s Tricia Glynn
A ‘Seismic’ Shift in Private Markets
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
What’s Behind the Tech Sell-Off?
Crypto Volatility: What’s the Outlook for Digital Assets?
Is (De)globalization Ahead?
The Road to 2050: Balancing Climate Goals with Energy Security
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Changes at the Top: Spinoffs, Separations and Restructurings
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