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.
A ‘Seismic’ Shift in Private Markets
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
What’s Behind the Tech Sell-Off?
Crypto Volatility: What’s the Outlook for Digital Assets?
Is (De)globalization Ahead?
The Road to 2050: Balancing Climate Goals with Energy Security
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Changes at the Top: Spinoffs, Separations and Restructurings
Rising Stagflation Risks Are Changing the Investment Playbook
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How Policymakers are Navigating Stagflation Risk
Gene Editing: The Future of Genomic Medicine & Biotech Investing
The Next Tech Battleground: Online Gaming & the Metaverse
Raising Capital: How Corporate Financing Strategies Are Evolving
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
What’s Ahead for the Housing Market
Piloting Through: Why Investors Should Stay the Course
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