Goldman Sachs

Leading Through Complexity: EY’s Janet Truncale on Leadership, AI, and the Modern Boardroom

Copper: AI Hype or Supply Squeeze?

Metals markets face significant volatility as macroeconomic shifts and AI-driven demand reshape traditional investment theses. Gold’s early-year rally has stalled, with geopolitical tensions and persistent inflationary impulses from energy and data center expansion making further record highs difficult to sustain. Silv...

Will European Equities Outperform the S&P?

The AI Investment Boom: When Will It Pay Off?

Generative AI faces a critical economic challenge as the massive capital expenditure poured into the technology fails to yield proportional returns for enterprises. While consumer adoption has exceeded expectations, the economic value remains heavily concentrated within semiconductor companies, creating a lopsided supp...

Can the Tech Surge Continue?

‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy

Private equity thrives in complex, non-benign market conditions, where deep sector expertise and operational value creation drive alpha. James Brocklebank, co-chair of Advent, highlights how the firm leverages a local, "boots on the ground" approach to navigate Europe’s fragmented regulatory and labor landscape. By pri...

Why Rates Could Keep Rising

Caitlin Clark on Navigating Pressure and the Future of the WNBA

Can the Asia Equity Rally Continue?

North Asian markets currently navigate a complex landscape defined by geopolitical stability and a powerful semiconductor-driven AI super-cycle. The recent U.S.-China summit yielded a "no harm done" outcome, providing a welcome reprieve from heightened tensions. Within China, a significant performance divergence exists...

A Tale of Two Markets

Has the AI rally gone too far?

The current market rally remains fundamentally supported by robust corporate earnings and a powerful AI-driven capital expenditure cycle, despite localized signs of speculative enthusiasm in semiconductor assets. While the Federal Reserve maintains a "watch and wait" stance, shifting away from forward guidance, the thr...

McLaren Racing's Lando Norris and Zak Brown: Building a High-Performance Team

Innovation and Inflation: Twin Forces Reshaping Portfolios

Portfolio management faces significant challenges as traditional diversification assets like bonds and gold fail to hedge against current stagflationary shocks. Equities remain resilient, largely decoupled from economic data due to heavy concentration in technology, media, and telecommunications sectors. Investors must...

Cracks in Private Credit

How to Trade Oil Now

Will AI Make Markets Less Efficient?

Riding the AI Wave

How Warsh Could Shape Fed Policy

Winning the Right to Invest: 20VC’s Harry Stebbings

Big Opportunities in Small Cap Equities