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.
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
What’s ahead for the U.S. economy?
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
The Markets: What the Fed’s hawkish pause means for markets
An inside look at family offices’ investing strategies
The Markets: Why the AI-driven tech rally has legs
How countries and companies are reshaping their supply chains
The Markets: What’s next for U.S. Treasuries
Daunting debt limit dynamics
The Markets: Are markets pricing in the potential of a default?
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
The Markets: Why European stocks are beating US equities
Investing during times of market stress
The Markets: Pricing in the probability of a recession
Breaking Free: The rise of corporate separations
U.S.-China: more decoupling ahead?
The Markets: Fed rate hikes, banking stress & debt limit concerns
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