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How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the economy and investment landscape, and his efforts to enhance the financial resilience of the workforce.
The Bigger Worry: Growth or Inflation?
The recent sharp rally in bonds suggests that the market increasingly thinks inflation is yesterday’s problem and that growth is the main worry for 2023. But are recession risks overblown and inflation risks underappreciated? What’s in store for growth and inflation, and what that means for markets, is Top of Mind.
France’s 2023 Outlook Hinges on Energy, Inflation, and Government Reforms
The French economy was able to keep growing for a large part of 2022 despite a number of challenges. A report from Goldman Sachs Research predicts the country will experience a period of weakness but narrowly avert a recession.
Could Japan Unwind a Key Part of its Ultra-Loose Monetary Policy?
A core pillar of Japan’s ultra-easy monetary policy – known as yield curve control (YCC) – has come under increasing market skepticism in recent months, raising the possibility that the country could eventually abolish it altogether, according to strategists within Goldman Sachs’ Global Banking & Markets.
Why the US Dollar May be Past its Peak
The U.S. dollar may have soared against other major currencies in 2022, but there are growing signs that the greenback is past its peak, according to Kamakshya Trivedi, the head of currencies, interest rates and emerging markets strategy in Goldman Sachs Research.
Commodities: An Underinvested Supercycle
Jeff Currie, global head of commodities research, explains why commodity markets will be shaped by underinvestment in 2023.