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Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management to more than $330 billion. In a conversation moderated by Goldman Sachs’ Alison Mass, Kathleen shares her journey to becoming one of the leading investors in the real estate industry, the forces shaping key sectors of the market, and her advice to the next generation of leaders.

How are investors approaching today’s market strength?
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks down the implications for investors’ portfolios.

Why US small businesses are on a surprisingly strong footing as interest rates rise
As small US businesses contend with tighter credit, they appear to be in a good position to absorb the impact of higher interest rates, according to Goldman Sachs Research.

Why the US dollar could stay strong through 2024
The US dollar withstood resilient global growth to maintain its value in 2023 – and the story could be similar in 2024, according to Isabella Rosenberg of Goldman Sachs Research.

India 2024 Outlook: Port of calm in a “Higher for Longer” world
Goldman Sachs Research economists expect macro-economic resilience to continue in India amidst steady growth at 6.3% yoy. The year will likely be a tale of two halves: Pre-elections, government spending will likely be the growth driver. Post-elections, they expect investment growth to re-accelerate, especially from the private side.

Carbonomics: Updated cost curve shows diverging trends between power and transport
Our Goldman Sachs Research analysts have updated their de-carbonization cost curve for the fifth consecutive year. Their findings show the continued evolution of the cost curve with the lower end more expensive as it is impacted by lower commodity prices, inflation and interest rates. While technologies at the high cost end of the cost curve, dominated by transportation benefit from lower battery prices.