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Peter Oppenheimer

Showing 1–3 of 3 transcripts.

  1. Goldman Sachs27 min

    Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

    Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, Christian Mueller-Glissmann, Alyssa Nathan

    A 2026 global equity strategy forecasts sustained optimism driven by profit growth and moderating inflation, with a strategic tilt toward undervalued emerging markets and AI application sectors. The outlook anticipates a depreciating US dollar and a tail end of global easing, prompting portfolio managers to favor equities over credit while hedging against stretched valuations through diversified alternatives. Simultaneously, commodities are positioned for divergence, featuring a base case for a 10% gold rally and strategic long exposure to local US power markets fueled by surging AI data center demand.

  2. Goldman Sachs23 min

    Investing in a post-modern ‘super cycle’

    Peter Oppenheimer, Alison Nathan

    Goldman Sachs Chief Global Strategist Peter Oppenheimer outlines a "postmodern cycle" defined by higher capital costs, trade regionalization, and rising government deficits that will likely suppress medium-term equity returns. This structural shift necessitates a move away from passive index investing toward strategies that prioritize stock selection in AI-driven productivity and decarbonization infrastructure while embracing diversification to capture compounding growth. Oppenheimer warns that while generative AI and the "nostalgia economy" are reshaping labor and consumer landscapes, successful investors must extend time horizons to navigate an environment where returns depend on underlying profitability rather than valuation expansion.

  3. Goldman Sachs26 min

    Is US outperformance at a turning point?

    Rebecca Patterson, Jean Boivin, Peter Oppenheimer, Alison Nathan

    Bridgewater's Rebecca Patterson, BlackRock's Jean Boivin, and Goldman Sachs' Peter Oppenheimer debated the durability of U.S. equities, contrasting the bull case for AI-driven productivity against bearish concerns regarding aging demographics and geopolitical shifts. While Patterson advocates for maintaining a U.S. overweight based on structural technological advantages, Oppenheimer suggests narrowing profit differentials warrant regional diversification. Ultimately, the consensus highlights a transition from broad index outperformance to selective alpha generation, with Boivin recommending strategic caution in public equities in favor of government debt and thematic private credit opportunities.