Bloomberg Talks

Goldman Sachs' Peter Oppenheimer Talks Global Diversified Portfolios

Mar 22, 2024
Guest
Peter Oppenheimer
Goldman Sachs' Peter Oppenheimer discusses US valuations compared to global markets, emphasizing the benefits of diversification. They analyze passive vs active investing, international market opportunities in India and China, and compare S&P 500 to Japanese market investments, highlighting stock concentration, valuation differences, and dominant global companies.
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Episode notes
1
Introduction
00:00 • 2min
2
Analysis on Passive vs Active Investing, International Markets & Opportunities in India and China
01:48 • 6min
3
Comparing S&P 500 to Japanese Market Investments
07:29 • 2min