Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs Research, shares his insights on diversifying beyond U.S. tech giants. He emphasizes the risks of concentrating investments in a few large companies and highlights the growth potential of mid-cap stocks. Oppenheimer suggests exploring undervalued opportunities in Europe and Asia, especially as market conditions improve. With earnings season underway, he advises looking closely at earnings reports to gauge future investor sentiment and make informed decisions.

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. 

Peter Oppenheimer, chief global equity strategist at Goldman Sachs and author of insightful books on market cycles, brings his expertise to the conversation. He shares his unexpected journey into finance and the critical role of disciplined investing. Topics include the four stages of market cycles from despair to optimism, the influence of technology and decarbonization on markets, and the importance of diversification in today’s shifting landscape. Oppenheimer also humorously arrives by bike, highlighting his unique approach to both life and investing.

Peter Oppenheimer, Head of Macro Research at Goldman Sachs, discusses long-term market cycles. Topics include healthcare investments, shorts on Tesla, and the impact of technology on markets. Learn about economic cycles, rising interest rates, AI, decarbonisation, Tesla challenges, and private clubs.

Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs, discusses market cycles vs. super cycles, secular trends like AI and decarbonization, opportunities and risks for investors. Willy and Peter navigate economic cycles, market dynamics, uncertainties, the future of the US dollar, and global markets.