Insights

Archives

Outlook for Global Growth: Less Synchronized, More Complicated

The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth

M&A Outlook: How Companies Are Positioning For Growth

Why Stock Picking Is Now More Important

Normalcy Returns to European Banks

‘Bidenomics’: Evolution or Revolution?

What’s Ahead for Inflation?

2021 Investment Outlook: “US Resilient”

France’s Economic Environment for 2021

Markets Update: 2021 Global Growth Outlook
Goldman Sachs Research - Top of Mind Team

2020 Update, and a Peek at 2021

The Outlook for a Commodities Bull Market in 2021

November Wrap: Record Inflows into Global Equities

India Macro Outlook 2021: Vaccine to Extend Rebound in 2022

Asia-Pacific Economic Outlook for 2021

Client Call: Macro Outlook 2021

Macro Outlook 2021: A V(accine)-Shaped Recovery

The Latest Outlook for U.S. Equities
Goldman Sachs Research

Face Masks and GDP
Goldman Sachs Research - Top of Mind Team

Daunting Debt Dynamics

The Outlook for the Corporate Credit Default Cycle

Measuring the Reopening of America: The GS US Reopening Scale

Reopening the U.S. Economy
Goldman Sachs Research - Top of Mind Team

Reopening the Economy

Phasing in the Reopening of the Economy

Client Call: CFO Perspectives

Takeaways from China’s Economic Data

Thinking About an Economic Restart

India’s Response to the Economic Downturn

Europe’s Response to the Economic Downturn

COVID-19’s Impact on US Small Businesses

The CARES Act and its Impact on the US Economic Outlook

The Impact of China's Economic Recovery
Goldman Sachs Research - Top of Mind Team

Roaring Into Recession

How Companies Are Accessing Capital in an Uncertain Environment

Searching for a Market Trough
Goldman Sachs Research

US Daily: A Sudden Stop for the US Economy

Why Investing in the Longest Bull Market in History is Still a Smart Move

Episode 144: What’s the Outlook for the US Stock Market in 2020?
Goldman Sachs Research

China’s Economic Outlook 2020: Policymakers Play the Long Game
Goldman Sachs Research

Asia Economic Outlook 2020: A Regional Growth and Policy Rotation
Goldman Sachs Research

Eurozone Economic Outlook 2020: Through the Trough

Episode 142: What's Ahead for Europe's Economy in 2020?
Goldman Sachs Research

U.S. Economic Outlook 2020: On Firmer Ground
Goldman Sachs Research - Top of Mind Team

Fiscal Focus
Goldman Sachs Research

Global Economic Outlook 2020: A Break in the Clouds
Goldman Sachs Research - Top of Mind Team

Growth and Geopolitical Risk
Goldman Sachs Research - Top of Mind Team

Currency Wars

Episode 132: What’s Driving GDP Growth – and Falling Inflation – in India?

Tech IPO 'Super Cycle'

Episode 127: Is Womenomics Working?

How Technology is Reshaping Industrials and Materials

Healthcare Sensors

Episode 126: What’s the Business Case for Investing in America’s Low-Income Communities?

Arranging Japan’s First-Ever ‘Covered Bonds’

The Future of Learning

The Rise of Corporate Debt, Leveraged Loans and Smaller LBOs
Goldman Sachs Research - Top of Mind Team

EU Elections: What’s at Stake?

Episode 125: Why Do Smaller Companies Receive Higher Valuations for New Initiatives?

Episode 124: What’s Keeping Insurers Up at Night?

The Evolving Athlete and Entertainer

Episode 123: Why Are Savings Rates Back in Focus in the UK?

Perspectives on Private Equity and the Evolution of the Industry

The Hybrid Cloud

Episode 122: What’s the Role of Private Capital Markets in Europe?

The Growth of Green Bonds

Tapping China, the World’s Third Largest Bond Market

The Snack Attack

Episode 121: What’s Next For Emerging Markets?
Goldman Sachs Research - Top of Mind Team

Buyback Realities

The Rise of Female Investors

Episode 120: How is Tech Reshaping the City Skyline?

The Return to a More Profitable Oil & Gas Industry

China’s Surrogate Shoppers

Europe’s Fintech Revolution

Episode 119: Why ESG is Becoming a ‘Business Imperative’ for Asset Managers

Takeaways From a 450+ Investor European Road Trip

Episode 118: With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?

The Solar Surge

Episode 117: What Can Credit Markets Tell Us About the Chances of a US Recession?

The Consolidation and Convergence in Private Equity

Episode 116: France in Focus: CEOs Playing Offense and Defense

5G: Faster Speeds, Wider Reach

On the Tech Helping Shoppers Find the ‘Perfect Fit’

The Bank of the Future

Episode 115: Tech in Europe: Innovating Amidst Constraints

On the Boom in Indian M&A

US Women in the Labor Force: Still Room for Growth

Episode 114: China’s ‘Bumpy Deceleration’

Investing in Renewable Energy and Battery Storage

Episode 113: The Scene from China: VC and Tech Reach New Scale
Goldman Sachs Research

Learning from a Century of US Recessions

Learning from a Century of US Recessions

Insurance Industry Shake-Up

From Our Briefings Newsletter

Episode 112: Commodities Outlook: Return of the New Oil Order

From Our Briefings Newsletter

Edge Computing

From Our Briefings Newsletter

Episode 111: Tech Talk 2019

From Our Briefings Newsletter

Silicon Carbide's Meteoric Rise

Episode 110: Founders’ Spotlight: What It’s Really Like to Start and Scale a Business
Goldman Sachs Research

Asia Economic Outlook 2019: Everything in Moderation

From Our Briefings Newsletter

The European Consumer

Catch-Up With David: with Chief Economist Jan Hatzius

Tech IPOs Poised for Another Big Year
Goldman Sachs Research

China Outlook 2019: Testing Resilience

From Our Briefings Newsletter

What Happens When...a Goldman Sachs Analyst Tries "Precision Farming"
Goldman Sachs Research

European Economic Outlook 2019: Recovery Fatigue

From Our Briefings Newsletter
Goldman Sachs Research

US Economic Outlook 2019: The Home Stretch

Episode 109: From Pharmaceuticals to Medical Devices: What to Watch in China’s Healthcare Sector

From Our Briefings Newsletter
Goldman Sachs Research

Global Economic Outlook 2019: Landing the Plane

From Our Briefings Newsletter

Music's Next Track

Episode 108 - Closing the Gender Gaps: Advancing Women in Corporate America

From Our Briefings Newsletter

Catch-Up With David: ThirdLove’s Heidi Zak and David Spector

From Our Briefings Newsletter

The Evolving Infrastructure Landscape

Episode 107: LIBOR’s Long Goodbye

From Our Briefings Newsletter

From Our Briefings Newsletter

Re-Imagining Big Oils
Global Markets Institute

Closing the Gender Gaps: Advancing Women in Corporate America

Aclima

Global Citizen Year

Allbirds

Bowery

From Our Briefings Newsletter
Goldman Sachs Research

Re-Imagining Big Oils

Convoy

Episode 106: Talent and Technology: What’s Driving Poland’s Growth

Desktop Metal

Advice for Entrepreneurs: Getting Past ‘No’

From Our Briefings Newsletter

From Our Briefings Newsletter

Episode 105: Europe’s Energy Evolution

From Our Briefings Newsletter

The Deal with Semiconductors

From Our Briefings Newsletter

Millennials and Gen Z Picking Their Wardrobes Online

Episode 104: Finding Value in Today’s Investing Climate, from Emerging Markets to ESG

'E-Concessions' – Luxury Goes Digital

Episode 103: From Corporate Simplification to Recovering Growth - Europe’s Business Environment

From Our Briefings Newsletter

China and the Logistics of Everything

From Our Briefings Newsletter

Episode 102: “Scale, Sophistication and Global Relevance” – Asia’s Private Equity Market

From Our Briefings Newsletter

Episode 101: Growth, Politics and Shareholder Activism - European Equities in Focus

From Our Briefings Newsletter

The Forgotten Middle Aisle

Episode 100: Why Technology is Not a Bubble

From Our Briefings Newsletter

The Demographic Shift

Episode 99: Hallo Tech - Germany Adapts to the Digital Age

From Our Briefings Newsletter

The AI Investment Landscape

5G and the Wireless Future

From Our Briefings Newsletter

Episode 98: Getting Clarity on Personal Finance’s Mobile Shift

From Our Briefings Newsletter

India and the Monsoon Effect

Episode 97: Beneath Trade Clouds, China’s Transition Opens Opportunities

A Bull’s Case for Oil

Smartphone Fatigue

The Genome Revolution

Episode 96: Why Healthcare is (Finally) Chasing Consumers

Episode 95: What Happened to the American Pension?

Episode 94: At the Movies: Battling Box-Office Blues in an Age of Streaming

Episode 93: Beyond VR & AR: Extended Reality to Transform Our Lives as Consumers

From Our Briefings Newsletter

Episode 92: eSports: The New Global Pastime

Episode 90: Is Bitcoin a (Bursting) Bubble?

Episode 91: Oil Investing Enters “The Age of Restraint”

Trade Wars 2.0

Is Bitcoin a (Bursting) Bubble?

From Our Briefings Newsletter

Episode 85: (Un)Steady as She Goes: 2018 Investment Outlook

Episode 84: "Once-in-a-Generation" Energy Shift…Plus Investment Banking Outlook for Latin America

Episode 83: President Trump, Year Two: What’s Next on the Agenda?

Episode 82: Closer Than You Think - What the Future Looks Like to Venture Capital

Episode 81: In the Face of Brexit, Business as Usual in Europe… But for How Long?
Global Investment Research

2018 Macroeconomic Outlook

SFI Forum – Key Takeaways

SFI Forum – Highlights of the Day

Episode 80: Tax Reform, Bitcoin and the Year Ahead for Financials

2018 Investment Outlook

Episode 79: The “Pay-As-You-Go” Car and the Future of Mobility

Taking Stock of Europe’s Five Biggest Economies

A Solid Footing for Holiday Retail

What’s Top of Mind? Bull Market Risks

From Our Briefings Newsletter

2018 Global Economic Outlook: As Good As It Gets

Investing in the US-China Relationship

Episode 76: Three Views on Impact Investing

November Marquee QuickPoll: Bullishness Judged at Record Highs

Episode 75: The Bear Necessities

Episode 74: Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More

China's Grand Opening

Episode 72: Flux, Friction and the Next Phase of Globalization

From Our Briefings Newsletter

Episode 71: The Evolution of the Equities Market

Alzheimer’s: Search for a Cure

Episode 70: Europe Looks to Germany

Normalizing The Fed’s Balance Sheet

Regulatory Rollback

From Our Briefings Newsletter

Episode 69: The Store of the Future

The Rise of the Small Deal

The Most Exciting Innovation in…

The Wind and Solar Boom

Episode 67: Why Health Care’s Future Is All About Value

China E-Commerce: The Next Leg of Growth

Oil: Still Searching for the Equilibrium

Episode 66: Music – Back in Black

Brexit Vote: One Year On

Three Trends Driving Silicon Valley Investing

China: Confidence on the Rise

Episode 65: Retail - Online, Offline, All the Time

Reports: The Low Carbon Economy

Low Carbon Momentum Beyond the Paris Agreement

How Millennials Are Shaking Up the Way We Shop

Episode 64: Space - The Next Investment Frontier

Made in the USA… or China?

Lloyd C. Blankfein at the Goldman Sachs Corporate Director Symposium

US Jobs Report Increases Likelihood of Fed Hike in June

Episode 63: The Metrics that Matter - A ‘Mainstream’ Approach to ESG

Market Growth in an Aging Japan

Episode 62: Post-Brexit Europe - A Period of Uncertainty and Opportunity

Top of Mind: Animal Spirits, Growth and Markets

The French Election and the Markets: Round 1

The Drug Pricing Shakeout

Silver Linings in the US Jobs Report

Episode 61: 'Peak Momentum' and a New Phase for Asian Stocks

Finding Growth in China

Article 50 and the Next Phase of Brexit

From Our Briefings Newsletter: Is the Productivity Tide Turning?

Episode 60: Manufacturing in the Digital Age - A Balancing Act for Businesses

Jan Hatzius on What’s Next for the Fed

The Drivers of Europe’s Technology Scene

Tech IPOs Pick Up The Pace

From Our Briefings Newsletter

Episode 59: Rhetoric Meets Reality in Washington

Episode 58: Asia Adapts to a New Investing Climate

Three Themes to Watch in Asian Equity Markets

Lloyd C. Blankfein on the Market Environment

January 2017 Jobs Report

Advanced Materials: The DNA of Disruption

Oil in 2017: Demand Drives a Positive Outlook

Top of Mind: Return of Reflation

A Procrastinator’s Paradise: Retailers Take Stock of Holidays

Episode 56: Half Full - The Case for Remaining Invested in US Equities

What to Watch in Healthcare in 2017

December Jobs Report: Solid Finish, Stronger Wages

Auto 2.0

The Defining Tech Trends of the Next Decade
Global Investment Research

2017 Macroeconomic Outlook

Episode 54: Artificial Intelligence - The Apex Technology of the Information Age

Episode 53: Gary Cohn Says Goodbye to Goldman Sachs

Music in the Air: Streaming Drives Industry Comeback

Episode 52: After the Trump Trade - The Future of Financials

Artificial Intelligence: The Apex Technology of the Information Age

Connecting to Shenzhen & ‘New China’

The Economics Behind OPEC’s Short-Duration Production Cut

Highlights from the Private Internet Company Conference: BuzzFeed's Jonah Peretti

Holiday Retail Roadmap

Episode 51: Taxes, Trade and More in a Trump Presidency

Episode 50: Defining the Terms of Brexit

Episode 49: Building Brands to Help People Live Better - Outdoor Voices & Tata Harper

Builders + Innovators Summit 2016

Episode 48: How Fintech Is Transforming Consumer Finance

Episode 47: The Evolution of the ‘Long Good Buy’

Buzzwords: Neutral Rate

Episode 46: Narrowing the Jobs Gap

Women Entrepreneurs: Giving Credit Where It Is Due

Why You Need to Know About Gen-X

Episode 44: Emission Control - The Expanding Low Carbon Economy

The Infinite Shelf: How E-Commerce is Shaking Up Consumer Staples

Episode 43: Brick and Mortal: Retail's Hard Lessons from E-Commerce

China’s Path to a Low Carbon Economy

Episode 42: Healthcare’s Balance between Science and Commerce

The Rise of India's Young Consumers
Global Investment Research

Midyear Economic Outlook

Episode 41: Brexit - After the Vote

From Our Briefings Newsletter
Global Investment Research

New Oil Order

Euro 2016 Prediction Model Update:  After July 3

Episode 40: The Big Deal about Big Data

New School: 3 Ways Technology Will Transform the Classroom

Best Advice to Small Business Owners

Episode 39: Bright Spots in Emerging Markets

Factory of the Future: Beyond the Assembly Line

Emerging Markets: Finding Their Footing Amid Headwinds

The 5G Revolution: The Internet of Things Meets Everything

The Connected Consumer: The Internet of Things Meets Retail

Episode 38: Disruption in Deutschland

Artisanal Appeal: The Rise of Craft

Episode 37: Whenever, Wherever - The New Model for Retail

Drones: Flying into the Mainstream

Rebalancing of the Oil Market

India: Small Reforms, Big Potential

What’s Top of Mind? 'Helicopter Money'

Making Sense of China’s ‘Green Shoots’

Why Market Fundamentals Are Stronger Than You Think

Mobile Medicine: The Internet of Things Meets Health

Episode 35: Mutant Mosquitoes, `Peak Stuff’ and the Shifting Currents of Innovation

Redefining Mobility: The Internet of Things Meets Cars

The State of Tech Financing and Innovation

Episode 34: Billion Dollar Babies - Virtual Reality and the Shift to Cloud

Negative Interest Rates 101

Episode 33: "Fat and Flat" and the Market Path from Here

The Future of China's Economic Growth

Dealmaker Dilemma: Market Volatility and M&A

Making Sense of Europe’s Banking Turmoil

The Decline in Capex: Why Aren’t Companies Spending?

Top of Mind: China Bumps Won’t Derail Global Growth

Episode 31: Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Virtual & Augmented Reality: The Next Big Computing Platform?

Finding Growth in ‘New China’

The Real Deal with Virtual and Augmented Reality

Making Sense of Oil Volatility

Episode 30: The Digitization of Finance

The Last Innings: Has the Bull Market Ended?

The Chinese Tourist Boom

Episode 29: Beyond the Fed Hike - The Business of Banking in 2016

Top Charts of 2015: 10 Favorites from GS Research

Cars 2025: Change in the Fast Lane

2016 Tech Trends to Watch
Global Investment Research

2016 Macroeconomic Outlook

Report: South Africa’s Economic Management and Leadership

Episode 27: Charting the Course for a Stronger South Africa

Fusion of the Future: The Internet of Things Meets Clean Tech

What will a sustainable world look like in 2050?

Episode 26: Cord Cutting Goes Prime Time

Episode 25: Start-Up Stories from the Builders + Innovators Summit

What's Top of Mind?: 'The Productivity Paradox'

The Rise of China's New Consumer Class

The Challenges and Opportunities for Global Education

Episode 24: China’s Transition and the Outlook for Asia

December Liftoff? The Case for Waiting

Builders + Innovators Summit 2015

Episode 23: Cars 2025 – What Will Drive You?

Pension Pressure: Low Rates, Reduced Returns

Episode 22: Flat Is The New Up

Germany at 25: Reunification, Reform, Regrowth

The Rise of China's New Consumer Class

Episode 21: Separating Signals from Noise – Perspectives on the Future of Investing

China: The Shifting Geopolitical Landscape

Episode 20: Oil – Lower for Even Longer

China: Confronting the Challenge of Climate Change

China: An Economy in Transition

China's Environment: Big Issues, Accelerating Effort, Ample Opportunities

Cord Cutting: The End of Television as We Know It?

Howard Marks: Philosophies on Investing

A Look at Liquidity

"Too Much Capital, Too Little Return": The State of Insurance

Episode 16: The Future of Finance

Harnessing the Markets to Address Climate Change

Iran and the Global Energy Markets

Episode 15: The New Bottom Line – ESG Investing

Episode 14: Global Equity Markets in Flux
Global Investment Research

Making Sense of China's Stock Market Volatility

Episode 13: The State of the Markets – Gary Cohn on Interest Rates, Liquidity and Risk Management

Voices from TechNet: Is the Next Silicon Valley in Asia?

A Dialogue with Lloyd Blankfein at Tsinghua University, Beijing

The Role of the European Banking Union

Free For All: The Power of Open Source

Episode 12: Mainframes and Back Again – Lessons from 25 Years in Technology

Innovative Financing for Clean Energy

CEO Confidence and Other Drivers of Global M&A Activity
Global Investment Research

China Equities Market Outlook

Episode 10: Planes, Brains and Automobiles – The Future of Innovation

Millennials: Changing Consumer Behavior

The US-China CEO Bilateral Investment Dialogue

Panel: The Millennial Effect

Interconnected Markets

Dialogue on Creating an EU Capital Markets Union

Investment Strategy Group 2015 Outlook: "U.S. Preeminence"

The Case for Women’s Economic Empowerment

European Crossroads

Key Themes: US Financial Services Conference

The State of Consumer Retail

Managing Price Risk in Commodities

Understanding Stock Connect

China’s Growth: Trade-offs and Opportunities

Harnessing Technology for New Business Opportunities

Builders and Innovators Summit 2014

Social Impact Bonds
Global Investment Research

Key Themes: Communacopia 2014

The Big Data Phenomenon

The IoT as the Third Wave of the Internet

The Internet of Things: The Next Mega-Trend
Global Investment Research

Economic Outlook: Low Volatility
Global Investment Research

Womenomics 4.0: Time to Walk the Talk

Deleveraging, Investing and Optimizing Capital Structure
Global Investment Research

Economic Outlook: Global Economy

North American Energy Summit
Global Investment Research

US Views: Above the Trend at Last
Global Investment Research

The World Cup and Economics 2014

Clean Energy: A Tipping Point

Renewable Energy and the Capital Markets

Paradigm Shifts in Software
Goldman Sachs

The Global Economy and the Challenges Ahead
Global Investment Research

Economic Outlook: Latin America
Global Investment Research

Economic Outlook: Emerging Markets
Global Investment Research

Economic Outlook: Global Asset Markets

China: Economic Opportunities and Challenges

Access to Capital for Women Entrepreneurs

Live Q&A Replay - Trends and Developments in the Credit Markets
Goldman Sachs

The Shadow Banking System
Global Investment Research

2014 Outlook: Europe
Global Investment Research

2014 Outlook: Emerging Markets
Global Investment Research

2014 Asia Economic Outlook

Themes in Investment Banking

South Africa: Two Decades of Freedom

Builders and Innovators 2013

Live Q&A Replay - Corporate Financing and Trends in Latin America

Cloud Computing Conference

Intersections Between the Developed and Growth Markets
Global Investment Research

A View From Australia
Global Investment Research

2013 Asia Economic Forecast: Mid-Year Update
Global Investment Research

Investment Trends in the Growth Markets

Visiting Thought Leaders from the Energy and Environment Sectors

Trends in Investment Banking: M&A Activity

Consumer Retail and the Global Economy
Global Markets Institute

Measuring the 'Too Big to Fail' Effect on Bond Pricing
Global Markets Institute

Sustainable Growth: Taking a Deep Dive into Water

U.S. Fiscal Issues

Water: Emerging Risks & Opportunities Summit

Goldman Sachs Technology and Internet Conference
Global Investment Research

Asia Outlook 2013
Global Investment Research

2013 Outlook: Commodities
Global Markets Institute

Global Themes and Risks
Global Investment Research

European Outlook 2013

Clean Energy Summit 2012

Trends in Investment Banking

Financial Institutions and Capital Markets
Global Investment Research

Macro Trends in Investment Banking

A Global Perspective on Clean Energy

Market-Based Solutions to Environmental Challenges
Global Investment Research

Investing in the Growth Markets
Global Investment Research

Investing in the Growth Markets
Global Markets Institute

Innovation and Economic Growth
Global Investment Research

Developments in Economic Forecasting
Global Investment Research

Olympics and Economics 2012 Research Report
Global Investment Research

2012 Mid-Year Economic Outlook
Global Investment Research

The Rise of Growth Markets
Private Wealth Management

2012 Issues for Investors
Global Markets Institute

Global Themes and Risks
Goldman Sachs Asset Management

Introducing "The Growth Map"
Global Markets Institute

Next Stop Durban: Moving Beyond the Kyoto Protocol
Global Investment Research

GS SUSTAIN
Global Investment Research

Goal: Global Opportunity Asset Locator
Global Investment Research

A Progress Report on the Building of the BRICs
Global Investment Research

The BRICs Remain in the Fast Lane
Global Investment Research

Population Growth and Ageing in the BRICs
Global Markets Institute

Contingent Capital: Possibilities, Problems and Opportunities
Global Investment Research

Higher Bank Costs are Affecting Low-Income Borrowers Most
Global Investment Research

High Capital Costs Hinder Loan Growth
Global Markets Institute

Next Stop: Cancun - Global climate and energy policy update
Goldman Sachs

Goldman Sachs Provides Input in Response to Requests from the U.S. Commodity Futures Trading Commission and the U.S. Securities and Exchange Commission
Global Investment Research

Crossing the Rubicon
Global Markets Institute

Effective Regulation - Part 5: Ending "Too Big To Fail"
Goldman Sachs Execution and Clearing

Alternative Trading Systems
Goldman Sachs

"Naked" Sponsored Access
Global Investment Research

The BRICs as Drivers of Global Consumption
Global Investment Research

BRICs Lead the Global Recovery
Discussed by Chairman and CEO Lloyd Blankfein at the Annual Shareholders' Meeting, May 8, 2009

Compensation Principles

Remarks by Lloyd Blankfein to the Council of Institutional Investors
Global Markets Institute

Effective Regulation - Part 1: Avoiding Another Meltdown
Global Investment Research

How Solid are the BRICs?
Global Investment Research

Dreaming with BRICs: The Path to 2050