Goldman Sachs
United States 
03 Jul BirthAmerican multinational investment bank and financial services company headquartered in New York City
United States 03 Jul Birth
The Economics of Algorithmic Stablecoins
GS Research analysts examine the major drop in cryptocurrency prices and how digital asset markets have been dominated by volatility in stablecoins (cryptocurrencies intended to be pegged 1:1 with fiat currencies, most commonly the US Dollar). Two prominent “algorithmic” stablecoins, Terra USD and N
The Postmodern Cycle
From the 1980s a 'Modern Cycle' evolved driven by lower inflation, independent central banks, globalization, lower volatility, longer cycles and higher profit shares of GDP. GS Research analysts argue that we are entering a new 'Postmodern' cycle in which inflation is a bigger risk than deflation. T
ESG of the Future: A Forward Look at Corporate Greenhouse Gas Emissions, Potential ESG Improvers
Goldman Sachs Research expects increased focus on corporate emissions of greenhouse gases as ESG markets become more forward-looking and in response to both rising regulations including proposals from the SEC and carbon pricing considerations. Goldman Sachs Research introduces their analysts’ estima
GS SUSTAIN: The Evolution Towards a Circular Economy
The need to move towards a Circular Economy – one in which consumption of ecological resources is equal to or less than what the planet can regenerate – has been discussed for years but not sufficiently deployed, with resource consumption 75% more than Earth's regeneration capacity in 2021 and waste
Green Metals: Solving Aluminium’s Climate Paradox
At the heart of the coming surge in green aluminium demand lies a paradox: aluminium is a key input required to produce decarbonising technologies like EV’s and solar power, yet its own production is very carbon intensive, generating 2% of all global emissions. This paradox begs the question: how ca
Green Metals: Copper is the New Oil
The critical role copper will play in achieving the Paris climate goals cannot be overstated. Without serious advancements in carbon capture and storage technology in the coming years, the entire path to net zero emissions will have to come from abatement - electrification and renewable energy. As t
Green Metals: Nickel's Class Divide
At the beginning of the year, nickel's place within green metals was as a key competitor in the race for mineral dominance of energy storage. Now, it sits at the intersection of Europe’s push for decarbonisation and energy independence. At the heart of Europe’s strategy lies its desire to rapidly el
Asianomics in America: Contributions and Challenges
Goldman Sachs Research reviews the key economic trends shaping the Asian American experience in the US, the barriers they face to advancement in the workplace and representation in top leadership positions, and the contributions they’ve made to innovation and GDP growth. 02 May 2022 Goldman Sachs Re
Building for the future: Are developers going ‘green?’
The article below is from our BRIEFINGS newsletter of 21 April 2022 Environmental, social and governance (ESG) considerations are increasingly driving corporate strategy in asset classes around the world. But when it comes to building real estate, is environmental impact – particularly carbon emissi
The UK Performs Poorly When it Comes to Social Mobility. Here’s How it Can Improve
The article below is from our BRIEFINGS newsletter of 07 April 2022 Compared with other countries, the most disadvantaged in the U.K. are less likely to climb the income ladder and the economically advantaged tend to stay at the top. Covid-19 has increased inequality further, and recent rises in inf
Europe’s Digital Startups are Closing the Gap with Tech Companies in the U.S.
The article below is from our BRIEFINGS newsletter of 31 March 2022 Europe’s tech entrepreneurs have arrived. The ecosystem of digital companies has grown twice as fast as in the U.S. during the past seven years, and funding in Europe’s private companies eclipsed $100 billion for the first time in 2
How Long Will the Semiconductor Shortages Last?
The shortage of semiconductor chips is straining global supply chains, causing a drag on the production of an array of products from smartphones to new cars. We spoke to Alexander Duval, a technology analyst in Global Investment Research at Goldman Sachs, after our virtual European Digital Economy C
How Conflict in Ukraine, Soaring Inflation and Rapid "Techification" Have Disrupted the World in 2022
The article below is from our BRIEFINGS newsletter of 10 March 2022 At the start of the year, Goldman Sachs Asset Management released Investment Ideas 2022, taking a deep dive into the key themes likely to influence investor behavior. But disruptive forces — such as the conflict between Russia and U
Why Oil Prices Are Surging but Investment is Drying Up
The article below is from our BRIEFINGS newsletter of 20 January 2022 Even as oil prices climb higher, the flow of money into new oil and gas projects has stalled as investors increasingly avoid industries that produce fossil fuels and heavy carbon emissions. That breakdown between energy prices and
Top Questions Facing the U.S. Economy
The article below is from our BRIEFINGS newsletter of 13 January 2022 The U.S. economy rebounded quickly in 2021, as Goldman Sachs Research predicted, but what will 2022 bring? David Mericle, chief U.S. economist, and Alec Phillips, chief U.S. political economist, highlight some of the key questions
Pull-up Update
