Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.
Why Investors Are Shopping for Consumer Retail
Europe at a Crossroads
The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
The Impact of Rising Natural Gas Prices
Why Hedge Funds Are Turning to the Private Markets
Is China Investable?
What’s Behind the Record-Breaking IPO Market?
Outlook for Global Growth: Less Synchronized, More Complicated
How Are Investors Navigating China’s Regulatory Uncertainty?
The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth
M&A Outlook: How Companies Are Positioning For Growth
Where Are Family Offices Seeking Higher Returns?
The Future of ‘Femtech’
Race to Zero: How Companies Are Deploying Decarbonization Strategies
‘Bidenomics’: Evolution or Revolution?
The Global Chip Shortage: Impact, Outlook and Recovery
The European Recovery: Here to Stay?
From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic
Industrials Influx: What’s Fueling Record Activity Levels?
Crypto: A New Asset Class?
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