Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance Survey.
Implications of a higher-for-longer rate regime
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
Why most Americans aren’t saving enough for retirement
The IPO market’s soft opening
Tech companies are investing in growth
Emerging market equities poised to overtake developed market equities
How companies, private equity firms, and institutional investors are navigating the global economy
A conversation with Renaissance Technologies CEO Peter Brown
The Fed is likely finished hiking rates as the US avoids recession
The economic potential of closing gender and racial gaps
The music industry’s turning point
BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment
Corporate credit concerns
Germany: a country at the crossroads
Why the U.K.’s high inflation has global implications
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
What’s next for China’s economy?
Generative AI: hype, or truly transformative?
Why 'everything aligns' for Japanese stocks
Why global equities are poised for “fat and flat” returns
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