High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.
Taking stock: Can the US rally continue?
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Why the French and UK elections matter for investors
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Power surge: AI, renewable energy, and the future of electricity
Central bank divergence: Why it's happening and why it matters
Can private equity bounce back?
Is China’s rebound for real?
How AI, the energy transition, and the future of work are shaping impact investing
Is the UK economy finally turning the corner?
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Weighing the GLP-1 Market
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Global insurers turn to private credit — and AI
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Are the largest US stocks too dominant?
Global transit & trade: in rough waters
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
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