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How AI, the energy transition, and the future of work are shaping impact investing
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the trends shaping impact investing and the investment opportunities in the space.
AI is showing ‘very positive’ signs of eventually boosting GDP and productivity
Goldman Sachs Research predicted last year that generative AI could boost GDP and raise labor productivity growth over the coming decade. Since publishing that outlook, investment in generative AI has boomed, but it will take time for the technology to filter into the overall economy.
Why big tech's earnings reveal a “bifurcated market”
While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.
Are rising US budget deficits causing Treasury yields to climb?
Large US federal budget deficits are creating concerns about whether there’s enough demand for Treasury bonds. While there are few signs that Washington will cut deficits anytime soon, there appears to be enough investor demand for the sheer amount of Treasury debt, according to Jonny Fine of Goldman Sachs Global Banking & Markets and Alec Phillips of Goldman Sachs Research.
Why have US home prices stayed so high?
Why have home prices stayed strong even as mortgage rates soar? Susan Maklari, who covers homebuilders for Goldman Sachs Research, separates the signal from the noise.
Harvard’s former president Drew Faust on making “necessary trouble”
Drew Gilpin Faust, former President of Harvard University, joins Goldman Sachs’ David Solomon to discuss her latest book, Necessary Trouble: Growing Up at Midcentury.