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Sentiment Shifts on AI Capex Spend
Goldman Sachs 2026-02-28 に公開
There is a noticeable shift in sentiment around hypercalers’ CapEx spend, as investors continue the search for AI winners vs losers. In the meantime, investors debate lon ...more
A New Way to Trade Emerging Markets
Goldman Sachs 2026-02-27 に公開
Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equitie ...more
Finding Software Opportunities
Goldman Sachs 2026-02-26 に公開
Is the software selloff creating opportunities for long-term investors? Brook Dane, co-head of public tech investing in Goldman Sachs Asset Management, separates the sign ...more
Board Governance in 2026: AI Oversight, Activism, and Delaware’s Edge
Goldman Sachs 2026-02-24 に公開
Board governance is central to how companies earn and maintain trust with shareholders and the public. Larry Cunningham, Presiding Director of the John L. Weinberg Center ...more
Goldman Sachs Research’s Bruce Kirk explains what could derail the rise in Japanese stocks.
Goldman Sachs 2026-02-24 に公開
Goldman Sachs Research’s Bruce Kirk explains why he expects Japanese stocks could continue to rise.
Goldman Sachs 2026-02-24 に公開