Goldman Sachs Exchanges

Why global equities are poised for “fat and flat” returns

Jul 3, 2023

24:32

Episode guests

Peter Oppenheimer

AI Chapters

Episode notes

Introduction

3min

The Main Drivers of Equity Returns

2min

The Narrow Leadership of the US Equity Market

2min

The US's Emerging Leaders in the AI Space

3min

The Importance of Profit Growth in the Corporate Sector

2min

The Future of Equity Valuation

2min

The Fat and Flat Returns of Equity Markets

5min

The Implications of Diversification in the Investing Environment

2min

The Positives and Negatives of Equity Turns

2min

10.

Goldman Sachs Exchanges Podcast: The Markets

2min

Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head of macro research in Europe, explains why equity returns are likely to remain relatively flat from here.

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