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Fundamentals Still Matter: Lone Pine’s David Craver
Goldman Sachs 2026-02-11 に公開
David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s l ...more
Lone Pine Captial's Dave Craver on investing with duration in mind
Goldman Sachs 2026-02-11 に公開
‘Affordability’: Consumer Concerns and Government Proposals
Goldman Sachs 2026-02-10 に公開
What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips ...more
GS's David Mericle on why the growing challenge of housing affordability remains a critical concern
Goldman Sachs 2026-02-10 に公開
Stock Market Shakeout
Goldman Sachs 2026-02-10 に公開
There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tute ...more
Finding Opportunities in Financials
Goldman Sachs 2026-02-06 に公開
Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discu ...more