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Can the US consumer stay strong?
Goldman Sachs 2024-07-30 に公開
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and K ...more
Is the big tech trade over?
Goldman Sachs 2024-07-26 に公開
The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior ...more
Private credit investing with Ares Management’s Mike Arougheti
Goldman Sachs 2024-07-23 に公開
Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to ...more
Biopharma opportunities and macro challenges: A check-up on the industry
Goldman Sachs 2024-07-22 に公開
The biopharma industry is excited about anti-obesity drugs, neurology, and AI, but high rates and patent expirations have dampened investor enthusiasm. Where are the bigg ...more
Divergence watch: ECB decision and central banks’ policy paths
Goldman Sachs 2024-07-19 に公開
In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpree ...more
Canva CEO Melanie Perkins on growing an idea into a multibillion-dollar design company
Goldman Sachs 2024-07-16 に公開
Canva CEO Melanie Perkins built Canva — an intuitive and accessible design program — to address the universal need for visual communication. Today, the software is used b ...more