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 it's impact on the labor market), recession risk, tariffs, inflation, monetary policy, geopolitics, US mid-terms, valuation, and volatility.

Learning Objectives:

• To confidently navigate the chronic uncertainty of global capital markets.
• As we approach US mid-terms, to elevate your understanding of the historical relationships between elections and the markets.
• To simplify market complexity and takeaway a few helpful analogies to use with clients.