Peter Oppenheimer
10/20/2022
Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets

In this episode, we welcome Peter Oppenheimer from Goldman Sachs, to discuss the challenging investment landscape.

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In this episode, we welcome Peter Oppenheimer from Goldman Sachs, to discuss the challenging investment landscape.

He starts with an overview of economic growth before unpicking the inflation debate, reviewing rates and the emergence of opportunities in fixed income, before discussing equity markets.

He explains why active equity management is back, why value versus growth discussions are too simplified and the likely character of this bear market.

Finally Peter discusses the commodity supercycle, localisation of production and to quote Ian Dury, “reasons to be cheerful” in the medium term!

Peter Oppenheimer

Peter is Chief Global Equity Strategist and Head of Macro Research in Europe. He is a member of the Global Investment Research Client and Business Standards Committee and the Structured Research Products Group. Peter joined Goldman Sachs in 2002 as European and global strategist and was named managing director in 2003 and partner in 2006. Prior to joining the firm, Peter worked as managing director and chief investment strategist at HSBC and was previously head of European strategy at James Capel.

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