2021 Investment Outlook: “US Resilient”

Rapid improvements in AI capabilities and growing corporate adoption have led to predictions that the technology could spark large-scale job losses before the end of the decade. Do these concerns have merit? MIT’s Daron Acemoglu and Neil Thompson, and Goldman Sachs Research econo ...  Show more

IPO activity has been on the rise in 2026. What does that tell us about investor sentiment, and what impact could the IPO boom have on US equities going forward? Ben Snider, chief US equity strategist in Goldman Sachs Research, shares his views on whether the rise in public offer ...  Show more

Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that strong market performance in 2020 and '21 has masked downturns in most sectors and industries, meaning that there isn't so much pressure for upward trends to reverse in the year ahead. While she does ...  Show more

After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on March 12, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoice ...  Show more

Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes in Europe. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals in the context of development ...

Rusty Vanneman, chief investment officer at Orion, says that while the economy has done better than experts forecasts and predictions of a soft- or no-landing scenario are well-reasoned, the leading indicators -- which take a long time to impact the economy -- show that storm clo ...  Show more