A video series featuring insights from Goldman Sachs on topics that are on the minds of our clients
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A Historic Year for Healthcare Tech
2019 is set to be a record year for healthcare technology. Goldman Sachs Investment Banking Division explains the rise in activity in this episode of The Long & Short of It. Watch Video
Gaming's Next Level
Video games have surged to become one of the fastest-growing forms of entertainment globally—and thanks to the rise of mobile gaming, new business models, and emerging technologies like 5G, Goldman Sachs Research says there’s still significant expansion ahead. Watch Video
Unpacking the Shift to Sustainable Packaging
With 15 to 20% of all consumer goods sold via the internet today, the need for packaging to deliver goods quickly and cheaply is increasing as the global focus on sustainability gains momentum. Kristy Grippi of Goldman Sachs’ Investment Banking Division explains how these trends – along with the shift towards consumer-centric retail – are driving innovation across the paper and packaging industry. Watch Video
The Plastics Paradox
The increasing pressure to reduce single-use plastic and changing consumer behavior is putting a question mark on the long-term demand growth of the plastics industry. Nikhil Bhandari of Goldman Sachs Research explains how efforts to limit plastic’s environmental impact could affect the industry over the next decade. Watch Video
Europe’s Markets vs Japan’s: Parallels and Differences
Europe’s slow economic growth and low inflation have led many to wonder if the region is at risk of “Japanification.” In this episode of The Long & Short of It, Sharon Bell of Goldman Sachs Research explains some of the lessons investors can take from Japan’s recent past to better understand Europe’s future. Watch Video
Taking the Heat: Making Cities Resilient to Climate Change
Climate change is a global issue, but cities—with their high population densities and robust economic activity—are likely to find themselves on the frontlines of adaptation. Goldman Sachs’ Global Markets Institute explains how making urban centers resilient to this growing challenge could drive the largest infrastructure buildout in history. Watch Video
The Car Industry Shifts Gears
Autonomous driving is upending the auto industry as both traditional carmakers and new tech companies compete for the future of mobility. Axel Hoefer of Goldman Sachs Investment Banking Division explains how the development of this new technology is impacting deal making. Watch Video
The Shift to Clean Energy
The shift to a low-carbon economy is changing the competitive landscape of the energy industry. Goldman Sachs Research explains how big oil and utility companies are finding new opportunities as they transition to a renewable future. Watch Video
Chromatin Biology
The “fourth wave in cancer treatment” could be emerging from an approach called chromatin biology. Paul Choi of Goldman Sachs Research explains the science behind chromatin-based approaches and their potential to treat 20%-30% of cancers. Watch Video
Body Measurement Technology
As more consumers buy their clothes online, body measurement technology is emerging to allow shoppers to accurately measure their body dimensions for a more precise fit. Goldman Sachs Research explains how this technology could help retailers lower return rates and costs. Watch Video
Hybrid Acceleration
While expectations for electric vehicles have been scaled back since 2017, one segment of the market is powering forward: hybrids. Goldman Sachs Research explains why “electrified” or hybrid vehicles will be the most profitable and practical solution to reducing dependence on internal combustion engines over the next decade. Watch Video
Tech IPO 'Super Cycle'
The 2019 tech IPO market is already on pace to eclipse last year’s record-breaking levels. In this episode of our series, The Long and Short of It, Nick Giovanni of the Goldman Sachs Investment Banking Division explains why we’re witnessing a super cycle of IPOs. Watch Video
Womenomics 5.0: Twenty Years On
In 1999, Goldman Sachs Research Strategist Kathy Matsui published a seminal research report on “Womenomics,” exploring how much Japan’s GDP could grow if more women were in the labor force. Now 20 years later, Matsui reflects on the progress that’s been made and where the challenges remain. Watch Video
Healthcare Sensors
Healthcare sensors – used to monitor everything from brain waves to blood pressure – are poised to improve patient outcomes and lower costs of care, according to Goldman Sachs Research. Watch Video
The Future of Learning
Katherine Tait of Goldman Sachs Research looks at how technology could significantly disrupt the way education is delivered by reducing capital intensity, and therefore, improve the productivity of the economy moving forward. Learn More
The Hybrid Cloud
Confronted with massive data increases and growing concerns around privacy, large companies are increasingly adopting a hybrid cloud approach that brings together the speed and efficiency of the cloud with the security of on-premise data management. Michael Kenworthy of the Goldman Sachs Investment Banking Division explains how deal activity is heating up as companies begin to transition to a hybrid cloud environment. Watch Video
The Snack Attack
Fewer and fewer of today’s consumers are fueled by three square meals a day—instead they’re grazing on smaller “mini meals,” fueling a global rise in demand for quick munchables. Watch Video
Europe’s Fintech Revolution
The fintech landscape is rapidly changing around the world, and nowhere more so than in Europe. Steve Considine from the Goldman Sachs Investment Banking Division explains how a favorable regulatory landscape and cross-border opportunities are driving growth in the sector. Watch Video
The Solar Surge
After a decade of declining costs, solar power is cheaper than ever. Goldman Sachs Research explains how in some parts of the world the costs of producing solar power are now lower than those of generating energy from fossil fuels. Watch Video
5G: Faster Speeds, Wider Reach
More than one billion homes in the world today lack a fixed internet connection, a reality particularly evident in rural areas and developing economies. Over the next decade, 5G is set to change the way underserved communities access high-speed data, leading to faster speeds and lower costs. Rod Hall of Goldman Sachs Research explains why. Watch Video
The Bank of the Future
Today’s banking ecosystem is dramatically different than in previous decades and that’s having a significant impact on dealmaking, according to Brandon Watkins of the Goldman Sachs Investment Banking division. Watch Video
US Women in the Labor Force: Still Room for Growth
Women’s labor force participation in the US reached a six-year high at the end of 2018. Can the momentum continue? Goldman Sachs Research weighs in. Watch Video
Insurance Industry Shake-Up
The insurance industry is adopting the latest emerging technology to disrupt the way customers purchase insurance. Goldman Sachs’ Kelly Galanis explains how this shake-up in the industry is forcing large-scale insurance companies to invest, partner and adapt while increasing the opportunity for start-ups to enter the market. Watch Video
Edge Computing
Computing is facing a speed-versus-scale challenge as more devices generate more data. Goldman Sachs Research’s Heather Bellini explains how edge computing can bring the cloud’s powerful computing and storage capabilities closer to the source of data generation. Watch Video
Silicon Carbide's Meteoric Rise
Silicon carbide, a compound first discovered in meteorites dating back over 4.6 billion years, is helping to power electric vehicles and ease the use of solar technology. Watch Video
The European Consumer
As technological innovation continues at a rapid clip, today’s consumers are displaying a new set of behaviors and expectations, explains Andre Kelleners of the Goldman Sachs Investment Banking division, and that’s playing out in global markets, including Europe. Watch Video
Music's Next Track
A renaissance in the music industry, driven largely by paid streaming, is leading to an uptick in transaction activity across sectors. Watch Video
The Evolving Infrastructure Landscape
The infrastructure landscape is evolving and the growth in data consumption, the energy transition towards renewables and the growing US shale production are all driving current infrastructure investing trends. Watch Video
Re-Imagining Big Oils
Michele Della Vigna of Goldman Sachs Research discusses how the transformation from Big Oil to Big Energy can reduce carbon emissions and help contain global warming. Watch Video
The Retail Renaissance
Matt Fassler of Goldman Sachs Research discusses what’s driving the resurgence in the US retail industry and whether recent strength can continue. Watch Video
The Deal with Semiconductors
As trade tensions are ratcheting up uncertainty in the semiconductor industry, Tammy Kiely of the Goldman Sachs Investment Banking Division explains how deal making—and the industry more broadly– could be affected. Watch Video
'E-Concessions' – Luxury Goes Digital
Louise Singlehurst of Goldman Sachs Research explains how luxury brands’ digital “e-concessions” model is likely to add tens of millions of dollars in industry revenue over the next few years without an adverse effect on brick-and-mortar sales. Watch Video
China and the Logistics of Everything
China is the world’s largest eCommerce market with more than 140 million parcels shipped each day. Ronald Keung of Goldman Sachs Research explains how a strong logistics supply chain is able to accommodate the nation’s online retail market. Watch Video
The Forgotten Middle Aisle
Supermarket shopping is changing with the growth of eCommerce and the shift in consumer preferences, resulting in a "hollowing out" of sales in the center of the store. Jason English explains the accelerating trend. Watch Video
The Demographic Shift
With a rapidly aging global population, Neill Nuttall of Goldman Sachs Asset Management explores the impact of demographics on inflation and asset prices. Watch Video
The AI Investment Landscape
The hype surrounding artificial intelligence, or AI, is "well deserved," according to Jung Min of Goldman Sachs Investment Banking. Min discusses the AI investment landscape and how companies are deriving value. Watch Video
5G and the Wireless Future
5G will extend connectivity into every aspect of our lives and blur lines between technology and communications companies as business models naturally converge says Jason Tofsky of Goldman Sachs Investment Banking. Watch Video
India and the Monsoon Effect
The benefits of a good monsoon season flood through India’s agriculture-dependent economy—and this year the potential is greater than most, says Goldman Sachs Research’s Tim Moe. Watch Video
A Bull’s Case for Oil
The investment case for oil remains intact through year-end amid rising trade tensions and shrinking global inventories, according to Goldman Sachs Research’s Jeff Currie. Watch Video
Smartphone Fatigue
As developed markets near smartphone saturation, Goldman Sachs Research’s Rod Hall discusses what could fuel future sales growth. Watch Video
The Genome Revolution
The genome medicine revolution is front and center as advancements in scientific knowledge and falling costs have raised the possibility of curative treatments for afflictions like blindness and cancer, according to Salveen Richter of Goldman Sachs Research. Watch Video