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Amid signs of an economic slowdown, how long will the Fed wait before cutting rates? Ashish Shah, global co-head and CIO of Public Investing within Goldman Sachs Asset Management, discusses the Fed's less hawkish stance and why small caps could be the next big opportunity on The Markets. Listen now: https://click.gs.com/6vsr

“We're going to look back on 2025 as a historic inflection point, with tremendous amounts of capital going into AI infrastructure projects at a scale that we just haven't seen in decades.” In this episode of #TheInsight, Rebecca Kruger, partner in the Natural Resources Group in Investment Banking, discusses the convergence of two diametrically opposed industries: the power sector, characterized by long-term investments, a slow pace of change, and a focus on reliability and affordability—and the technology sector, powered by an ethos of "move fast and break things." Watch the full episode???: https://lnkd.in/e-Ev8cp5

Why are private equity investors focusing on Japan? “The opportunity for corporate carveouts or take-privates is firmly on the radar”, explained Stephanie Hui at Asian Private Banker’s recent Alternatives in Focus 2025 event. Japan’s economy is about one-sixth the size of the United States', but it has a similar number of listed companies. Close to 40% are trading below book value and being encouraged to delist. Many hold real estate and cross-shareholdings on their balance sheets. “There is a lot of intrinsic worth to be unlocked,” said Stephanie, “but relationships very much matter in Japan, so it’s important to have an experienced sponsor who can build the trust of these companies”. Read more of our investment views on private markets: https://ms.spr.ly/6047qP8XD

Does the S&P 500’s 10% drop set up a buying opportunity in US stocks? Brian Garrett, who oversees equity execution on our Cross Asset Sales team, separates the signal from the noise.

On March 18, Google announced its $32B, all-cash acquisition of Wiz, a leading cloud security platform. Once closed, Wiz will join Google Cloud. This transaction?marks the largest-ever sale of a VC-backed company, largest-ever acquisition for Google, largest-ever cybersecurity transaction, and the largest-ever acquisition of an Israeli-based company. It also represents an investment by Google Cloud to turbocharge two large and growing trends in the AI era: improved cloud security and the ability to use multiple clouds. We are honored to have served as lead financial advisor to Wiz.

Today we recognise our new 10,000 Small Businesses graduates and celebrate 15 years of the programme in the UK. Since launching in 2010, this community of small businesses has been consistently helping to drive growth in the UK — accounting for 62,000 jobs and ￡5.6 billion in total annual revenue. Learn more about the programme: https://click.gs.com/t1et

Tech entrepreneur and former NFL player Carl Nassib sees opportunity for the $3 trillion nonprofit industry to modernize and engage the next generation of philanthropists. Nassib recently sat down with Susie Scher, senior advisor in Global Banking & Markets, to discuss his path from leading the Tampa Bay Buccaneers as the first openly gay active player in the NFL to becoming a philanthropy entrepreneur. Watch the full conversation here: https://click.gs.com/h3l2

Goldman Sachs Research expects emerging economies’ share of global GDP and stock market capitalization to grow substantially in the coming decades. Read more about how shifting demographics and productivity are projected to impact investors: https://click.gs.com/cir7

"Rural small businesses are engines of economic growth and job creation. If we can create a favorable operating environment and policy landscape, small businesses will thrive and communities across America will benefit.” — David Solomon, Goldman Sachs Chairman and CEO Watch David Solomon's full session with Punchbowl News and a 10KSB graduate, discussing the firm's commitment to entrepreneurs and how 10KSB Voices engages policymakers on bipartisan policies that support rural small business growth. https://lnkd.in/ecQPb-3u

On March 17, poppi, a modern soda brand for the next generation, announced its $1.95B sale to PepsiCo. ?? We are honored to have served as exclusive financial advisor to poppi.