Goldman Sachs
Global Metals & Mining: Direct Lithium Extraction – A potential game changing technology
The implementation of Direct Lithium Extraction (DLE) technologies has the potential to significantly increase the supply of lithium from brine projects (much like shale did for oil), nearly doubling lithium production on higher recoveries and improving project returns, though with the added bonus o
GS SUSTAIN: Biodiversity – TNFD releases recommended disclosure metrics
On March 28, the Taskforce on Nature-Related Financial Disclosures (TNFD) released its fourth beta framework to help improve nature-related information in corporate and investor reporting. This latest release, for the first time, proposes specific nature-related metrics for disclosure in order to es
GS SUSTAIN: ESG of the Future–Accelerating the Energy Transition: Metrics and Tools to Measure Progress
As Sustainability investing matures to the “Measurement” phase of its cycle and becomes more forward-looking, there is rising focus on how to quantify impact — whether environmental or social. On the environmental side, managements and investors are seeking greater clarity on how to prioritize metri
GSSUSTAIN: Biodiversity – Next Steps Post COP 15
The Biodiversity Conference of Parties (COP 15), which took place from December 7-19, 2022, saw 188 governments coordinate on nature conservation to create a new Global Biodiversity Framework (GBF). This framework seeks to accelerate the pace and scope of land and marine area conservation, restorati
Global Macroscope – Global Strategy Conference: Results of Our 2023 ‘PM Question Time’
On January 16th Goldman Sachs Research held its 31st annual Global Strategy Conference in London, which was attended by over 400 clients, in person, for the first time since the pandemic. During the sessions, Goldman Sachs research analysts surveyed audience members on their views and outlook. Goldma
2023 Commodity Outlook: An Underinvested Supercycle
Just as commodity markets have been dominated by the dollar in 2022, Goldman Sachs Commodities analysts expect them to be shaped by underinvestment in 2023. From a fundamental perspective, the setup for most commodities next year is more bullish than it has been at any point since Goldman Sachs Comm
The Path to 2075 — Slower Global Growth, But Convergence Remains Intact
Two decades since Goldman Sachs Research first set out long-term growth projections for the BRICs economies, GS Research economists update and expand those projections to cover 104 countries out to 2075. They identify four major themes for the global economy: 1. slower global potential growth, led b
Carbonomics:
As a cornerstone of their Carbonomics analysis, our Goldman Sachs Research analysts have updated their de-carbonization cost curve for 2022. It shows the increasing cost to remove carbon emissions from the global economy, from the most cost-effective technology (recycling plastic and renewable power
2023 US Economic Outlook: Approaching a Soft Landing
The key macroeconomic question of the year has been whether inflationary overheating can be reversed without a recession. Analysis from Goldman Sachs Research economists suggests that the answer is yes—an extended period of below-potential growth can gradually reverse labor market overheating and br
Japan Economics 2023 Outlook: Focus on Wage Growth and BOJ Leadership Change
While our Goldman Sachs Research economists expect Japan’s real GDP growth to slow to 1.3% in 2023, from 1.5% in 2022, they look for growth to continue to outpace its potential. Consumption is likely to directly benefit from economic reopening, and they also expect capex to remain firm on the back o
China 2023 Outlook: After Winter Comes Spring
After a very challenging 2022, Goldman Sachs Research economists expect China GDP growth to accelerate from 3.0% this year to 4.5% next year on the back of China’s potential exit from its zero-Covid policy, which they assume will start shortly after the “Two Sessions” in March. China’s reopening wou
Asia Views: 2023 Outlook: Inflation Peaks and Growth Troughs
Economic growth is likely to start 2023 on the weak side across most of the Asia-Pacific, according to Goldman Sachs Research economists, as a fading reopening boost, slowing global manufacturing cycle, and past monetary tightening weigh on activity. As these headwinds fade and China’s reopening get
2023 Europe Outlook: Milder Recession, Higher Terminal Rate
Goldmans Sachs Research economists maintain their long-held view that the energy crisis will push the European economy into recession this winter, as surveys and production data point to a sizeable slowing in energy-intensive industries, and high inflation will reduce real household incomes. But the
Macro Outlook 2023: This Cycle Is Different
Global growth slowed through 2022 on a diminishing reopening boost, fiscal and monetary tightening, China’s Covid restrictions and property slump, and the Russia-Ukraine war. Goldman Sachs Research analysts expect global growth of just 1.8% in 2023, as US resilience contrasts with a European recessi
GS SUSTAIN: Green Capex - Accelerating the Energy Transition - Stimulating Capital and Return on Capital
To stimulate greater capital towards the Energy Transition and broader sustainable development goals, GS Research analysts believe stakeholders such as investors, managements and policymakers should deploy the three Cs: collaboration, comprehensive focus, and corporate returns clarity. Investors hav
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