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Exchanges at Goldman Sachs

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Exchanges at Goldman Sachs

Global transit & trade: in rough waters

Transit on the seas — the planet’s most important means of trade — has become more fraught amid...

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High mortgage rates, limited inventory continue to challenge the US housing market

High mortgage rates and a limited supply of homes have created one of the tightest markets in...

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What’s ahead for retail: how retail CEOs are navigating a more complex environment

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia,...

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Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Climate change, artificial intelligence, shifting supply chains, and population growth are among...

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Shifting supply and demand dynamics buffer oil market

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman...

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2024: the year of elections

With voters representing over half the world’s population — in the US, Europe, India, and beyond...

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Investing in a post-modern ‘super cycle’

Longer-term structural changes in economic activity, policy, and society can have a bigger impact...

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The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built...

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The Future of Four Wheels: Episode 3, The New New-Car Business

In the third episode of our four-part special series, we delve into the ways carmakers new and...

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The Future of Four Wheels: Episode 2, Building the Car of the Future

In the second episode of our four-part special series, we go deep into how the production of the...

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The Future of Four Wheels: Episode 1, The Twin Revolution

The auto industry—one of the most ubiquitous industries on the planet—is undergoing a...

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America Powers On: Why US equities are still poised to outperform in 2024

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief...

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US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe...

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KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and...

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Uncharted territory: Navigating a ‘geopolitical recession’

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and...

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Asset allocation outlook: The case for greater portfolio diversification in 2024

As fears over inflation and interest rates start to moderate, the case for taking on more risk...

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Focus on financials: Why banks and asset managers are constructive about the economy in 2024

How is the financial services sector, often seen as a bellwether for the economy, coping with...

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Middle East risks

In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel...

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