Insights
Perspectives on markets, businesses and the global economy
The Future of European Equities
Sharon Bell, senior strategist on Goldman Sachs Research’s European Portfolio Strategy team, discusses recent market performance and whether European equities are poised to outperform.
Marc Morial, President and CEO of the National Urban League
In this episode of Talks at GS, National Urban League President and CEO Marc Morial discusses the national protests following the death of George Floyd, the debate surrounding police reform and how to address systemic racism throughout various American institutions.
How COVID-19 is Impacting Companies’ M&A Strategies
Tim Ingrassia of Goldman Sachs Investment Banking Division provides an update on M&A trends.
Daunting Debt Dynamics
Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind.
Taking the Heat: Making Cities Resilient to Climate Change
The effects of climate change are already being felt and are likely to persist for decades to come. Learn how cities can play a large role in climate change solutions. View Infographic
The Business of the Music
The music industry, propelled by the rise in music streaming services, has seen the value of its assets skyrocket. We sat down with Goldman Sachs’ Aaron Siegel to discuss how the industry is seeking to grow in the midst of a pandemic.
Carbonomics: The Green Engine of Economic Recovery
Clean tech has a major role to play in the upcoming economic recovery. Leveraging our Carbonomics cost curve, we estimate that clean tech has the potential to drive US$1-2 tn pa of green infrastructure investments and create 15-20 mn jobs worldwide, through public-private collaboration.
Clinical Trials Go Digital
What if there was a way to make clinical trials faster, cheaper and more successful? Robert P. Jones of Goldman Sachs Research explains how broader adoption of technologies like artificial intelligence and cloud computing could transform clinical trials and drive a significant reduction in drug development costs. Watch Video