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Large-cap investing with Jennison Associates’ Kathleen McCarragher
Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams.
Markets at midyear: AI & elections in focus
What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.
Stocks may extend their rally — but there’s value in diversification
Even as US stocks have set a series of record highs this year, investors may still benefit from sticking with riskier assets for the remainder of 2024, rather than parking their money in cash, according to Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Goldman Sachs Asset & Wealth Management.
Gen AI: too much spend, too little benefit?
The promise of generative AI technology to transform companies, industries, and societies is leading tech giants and beyond to spend an estimated ~$1tn on capex in coming years, including significant investments in data centers, chips, other AI infrastructure, and the power grid. But this spending has little to show for it so far. Whether this large spend will ever pay off in terms of AI benefits and returns, and the implications for economies, companies, and markets if it does—or if it doesn’t—is Top of Mind.
Are there still opportunities in private credit?
The asset class has more doubled in size since 2018, with about a trillion dollars entering private credit strategies.
Which commodities are the best hedge for inflation?
Commodities have demonstrated strong resilience in the face of inflation and have been a critical hedge for bonds and equities when prices and wages are climbing, according to Goldman Sachs Research.