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Weighing the GLP-1 market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can or wants to take them. Just how large the addressable market for GLP-1s actually is, and what that means for the drug companies developing them, other exposed industries, and the wider economy, is Top of Mind.
AI infrastructure stocks are poised to be the next phase of investment
The economic potential of AI has helped lift the stock market to new highs. A key question for investors is what happens next as the AI rally broadens to involve more companies, according to Goldman Sachs Research.
Jared Cohen on US leaders finding purpose post-presidency
Jared Cohen, president of global affairs and co-head of the Office of Applied Innovation at Goldman Sachs, joins Goldman Sachs’ John F.W. Rogers to discuss the roles US presidents have taken after leaving office as well as other takeaways from his new book Life After Power: Seven Presidents and Their Search for Purpose Beyond the White House.
George Lee in Conversation with Tony Pasquariello: The AI Revolution
George Lee, Co-Head of the Office of Applied Innovation, joined Tony Pasquariello, Global Head of Hedge Fund Coverage, on the Breaks of the Game podcast to discuss the AI revolution — where we are in the cycle, what’s the sentiment among consumers and enterprises, and what are some of the concerns and bottlenecks.
GS SUSTAIN: Adaptation: physical risk, financial risk, opportunity
GS Research believes Adaptation – proactive or reactive measures to mitigate impacts of rising temperatures – will become a growing theme that investors and corporates will focus on through the lens of physical risk, financial risk and revenue opportunity.
Positioning and seasonals point to more gains for US stocks
There are still signs that US stocks could rise from recent record highs, according to John Flood, who leads Americas Equities Sales Trading for Goldman Sachs Global Banking & Markets.