A video series featuring insights from Goldman Sachs on topics that are on the minds of our clients
Latest
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