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Dissecting the Market Disconnect
With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central banks this year, which has generally helped push bond yields lower in anticipation of Fed rate cuts ahead, but equity prices higher. So just how concerned about growth should we really be? Learn More
Investing in South Africa
Despite weaknesses in South Africa’s economy, improving business confidence and the promise of structural reforms create the potential for higher economic growth rates going forward, according to Goldman Sachs’ Colin Coleman, the firm’s sub-Saharan Africa head, and Kunal Shah and Ryad Yousuf, who are leading the firm’s market-making expansion into South Africa. We talked with them about the evolving macroeconomic and political landscape in South Africa, as well as the opportunities and challenges for investors. Learn More
Paths to Power: Big Oils and Utilities’ Diverging Strategies for Energy Convergence
The energy transition may require up to US$30 trillion investments by 2040 in clean energy infrastructure to limit global warming. In this report, we look at the central and different roles of Big Oils and Utilities in enabling this transition. Read Report
A Survivor's Guide to Disruption
In a collection of essays, the Global Markets Institute examines how companies can reshape themselves to better compete in today’s Everything-as-a-Service (EaaS) economy. Read Report
Rebecca Minkoff: Fashion Designer
Rebecca Minkoff discusses building her eponymous fashion brand, how technology and social media are driving the fashion industry and her efforts to support women-led businesses through the Female Founder Collective. Watch Video
The Disconnect in Risk Appetite
As we hit the year's halfway point, investors are faced with an unusual phenomenon in global markets: riskier assets like equities have rallied alongside their safer peers like bonds and gold. Does this mean the asset classes are sending conflicting signals? Not necessarily, says Goldman Sachs Research’s Christian Mueller-Glissmann. We sat down with him to discuss this apparent disconnect in risk appetite and the outlook for the second half. Learn More