ENG2605. Responsibly Bullish: Goldman Sachs Economic and Market Perspectives (PFP, FIN)

This session will see the return of one of our highest-rated speakers, John Tousley, CFA from Goldman Sachs. His presentation, “Responsibly Bullish,” will discuss the latest in macroeconomic and market conditions, including the common topics of artificial intelligence (bubbles and the impact on the labor market), recession risk, tariffs, inflation, monetary policy, geopolitics, U.S. mid-terms, valuation, and volatility.

Learning Objectives:

• Analyze how to confidently navigate the chronic uncertainty of global capital markets.
• Identify the historical relationships between elections and the markets.
• Determine how to simplify market complexities when communicating with clients.