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Goldman Sachs Exchanges

By: Goldman Sachs
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  • Summary

  • In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
    © Copyright 2023 Goldman Sachs, all rights reserved.
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Episodes
  • Why the French and UK elections matter for investors

    Why the French and UK elections matter for investors
    Jun 25 2024
    As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election.
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    26 mins
  • 2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

    2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
    Jun 18 2024
    Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop.
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    29 mins
  • Power surge: AI, renewable energy, and the future of electricity

    Power surge: AI, renewable energy, and the future of electricity
    Jun 11 2024
    The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand. Related articles on AI include AI is showing ‘very positive’ signs of eventually boosting GDP and productivity and Generative AI could raise global GDP by 7%. For more: Goldman Sachs Exchanges.
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    29 mins
Economics
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