Episode (200)
Halaman 15 dari 20
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Apr 02, 2024Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Be...
Are the largest US stocks too dominant?
Mar 26, 2024The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors une...
Global transit & trade: in rough waters
Mar 19, 2024Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is bas...
High mortgage rates, limited inventory continue to challenge the US housing market
Mar 12, 2024High 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 ...
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Mar 05, 2024Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing...
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Feb 28, 2024Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Gold...
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
Feb 23, 2024David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his na...
Shifting supply and demand dynamics buffer oil market
Feb 21, 2024Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that...
2024: the year of elections
Feb 13, 2024With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Re...
Investing in a post-modern ‘super cycle’
Feb 06, 2024Longer-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 Sa...