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647 afleveringen, van nieuw naar oud
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A skeptical look at AI investment
16 juli 2024 · 28 min
Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s Daron Acemoglu and Goldman Sachs Research’s Jim Covello explain why reality may not match the hype on the latest episode of Goldman Exchanges, which explores the latest Top of Mind report, Gen AI: too much spend, too little benefit?
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Oil’s extended reign? Adapting to a new era in oil markets
9 juli 2024 · 22 min
Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers shaping the oil market and what they mean for investors and consumers.
For more insights read Peak oil demand is still a decade away, Which commodities are the best hedge for inflation?, and Why are EV sales slowing? Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Taking stock: Can the US rally continue?
2 juli 2024 · 18 min
Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally.
For more information, read Stocks may extend their rally — but there’s value in diversification or listen to the Goldman Sachs The Markets podcast, where Goldman Sachs experts analyze the key market events each week, in under 10 minutes.
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Large-cap investing with Jennison Associates’ Kathleen McCarragher
28 juni 2024 · 26 min
Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams.
To hear from more Great Investors, check out: Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR’s Henry Kravis on private equity, culture, and global markets.
And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant?
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Why the French and UK elections matter for investors
25 juni 2024 · 26 min
As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election.
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2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
18 juni 2024 · 29 min
Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop.
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Power surge: AI, renewable energy, and the future of electricity
11 juni 2024 · 29 min
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand.
Related articles on AI include AI is showing ‘very positive’ signs of eventually boosting GDP and productivity and Generative AI could raise global GDP by 7%.
For more: Goldman Sachs Exchanges.
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Central bank divergence: Why it's happening and why it matters
4 juni 2024 · 21 min
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatzius, Peter Praet, former chief economist of the European Central Bank, and Maurice Obstfeld, former chief economist of the IMF, discuss the implications of central bank divergence for economies and markets. This episode explores the latest Top of Mind report, Central Bank Divergence: Room to Run?
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Can private equity bounce back?
28 mei 2024 · 27 min
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’ Mike Nickols and Gina Lytle who share their perspectives on the types of deals that are happening today.
For more, read Private Equity Inflection Point, a new report from Goldman Sachs Investment Banking, which explores the strategic and financing opportunities in the private equity industry.
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Is China’s rebound for real?
21 mei 2024 · 28 min
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets.
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How AI, the energy transition, and the future of work are shaping impact investing
14 mei 2024 · 22 min
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term trends shaping impact investing and the investment opportunities in the space.
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Is the UK economy finally turning the corner?
7 mei 2024 · 22 min
Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth.
To learn how the UK’s small businesses could help support the UK economy, read Generation Growth: The Small Business Manifesto.
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Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
30 april 2024 · 23 min
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits.
And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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Weighing the GLP-1 Market
23 april 2024 · 24 min
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health.
If you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
16 april 2024 · 22 min
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong.
And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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Global insurers turn to private credit — and AI
9 april 2024 · 20 min
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance Survey.
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Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
2 april 2024 · 43 min
Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Bell Lovelace founded the firm in 1931, recently stepped down at the privately held firm as vice chair and president and continues as a portfolio manager.
If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Are the largest US stocks too dominant?
26 maart 2024 · 19 min
The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings.
If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Global transit & trade: in rough waters
19 maart 2024 · 33 min
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group's CEO Tobias Meyer discuss the factors driving maritime risks today and the threats to global trade.
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High mortgage rates, limited inventory continue to challenge the US housing market
12 maart 2024 · 21 min
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.
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What’s ahead for retail: how retail CEOs are navigating a more complex environment
5 maart 2024 · 37 min
Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Retail Group, who discuss the deal-making landscape and the challenges facing investors and consumers. Ingrassia and Rana also join Ted Decker, chairman, CEO, and president of The Home Depot, and Dave Kimbell, the CEO of Ulta Beauty, on a panel held at the annual Retail Industry Leaders Association CEO Forum, to discuss the industry’s challenges and opportunities.
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Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
28 februari 2024 · 24 min
Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges.
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Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
23 februari 2024 · 36 min
David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management.
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Shifting supply and demand dynamics buffer oil market
21 februari 2024 · 21 min
Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that have muted the likelihood of large prices spikes. Lees meer
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2024: the year of elections
13 februari 2024 · 26 min
With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Relations, and Timothy Garton Ash, professor of European Studies at the University of Oxford, explain the implications of key elections around the world. The episode breaks down 2024 elections that is the topic of Goldman Sachs Research’s latest Top of Mind report.
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Investing in a post-modern ‘super cycle’
6 februari 2024 · 23 min
Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.
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The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
1 februari 2024 · 29 min
In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.
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The Future of Four Wheels: Episode 3, The New New-Car Business
31 januari 2024 · 35 min
In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration.
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The Future of Four Wheels: Episode 2, Building the Car of the Future
30 januari 2024 · 29 min
In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital importance of new metals like cobalt, lithium, and manganese.
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The Future of Four Wheels: Episode 1, The Twin Revolution
29 januari 2024 · 26 min
In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete rethinking of how cars are designed, engineered, and built. Those changes, in turn, require massive shifts in supply chains, labor pipelines, and corporate organization.
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Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
23 januari 2024 · 20 min
Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than the market expects.
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America Powers On: Why US equities are still poised to outperform in 2024
18 januari 2024 · 22 min
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recommendations for clients in the year ahead.
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US presidential elections outlook: Implications for policy and markets
9 januari 2024 · 27 min
As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sachs Research, explain the issues at stake and implications for policies and markets.
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KKR’s Henry Kravis on private equity, culture, and global markets
5 januari 2024 · 54 min
In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through that transition, the lessons he’s learned from leading the firm, and his views on the economy and markets.
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Uncharted territory: Navigating a ‘geopolitical recession’
3 januari 2024 · 35 min
Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this episode, Jared Cohen, president of Global Affairs at Goldman Sachs, and Ian Bremmer, president and founder of Eurasia Group and GZERO Media, explore the ways in which geopolitics are affecting the global balance of power, the global credibility gap, and what that means for companies and investors.
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Asset allocation outlook: The case for greater portfolio diversification in 2024
20 december 2023 · 33 min
As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-chief investment officer of the multi-asset solutions business in Goldman Sachs Asset Management, explain their outlooks for asset classes and portfolio strategies.
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Focus on financials: Why banks and asset managers are constructive about the economy in 2024
18 december 2023 · 28 min
How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and Alex Blostein discuss their outlook for banks and asset managers.
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Middle East risks
15 december 2023 · 26 min
In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US Assistant Secretary of State for Near Eastern Affairs, and Emile Hokayem, Director of Regional Security and Senior Fellow for Middle East Security at the International Institute for Strategic Studies, break down the risks of the Middle East conflict and explain how it could erupt into a wider regional or even broader war. This episode is based on Goldman Sachs Research’s latest Top of Mind report, Middle East Risks. Lees meer
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M&A in 2024: Navigating opportunities and challenges
12 december 2023 · 20 min
After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, the co-heads of Global Mergers & Acquisitions in Global Banking & Markets, explain the M&A outlook for the year ahead.
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Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
5 december 2023 · 52 min
As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management to more than $330 billion. In a conversation moderated by Goldman Sachs’ Alison Mass, Kathleen shares her journey to becoming one of the leading investors in the real estate industry, the forces shaping key sectors of the market, and her advice to the next generation of leaders.
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What China’s struggling property sector means for the global economy and markets
28 november 2023 · 28 min
China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode, Goldman Sachs Research’s Kenneth Ho, Asia credit strategist, Hui Shan, chief China economist, and Yi Wang, head of the China real estate team, discuss the implications and the road ahead.
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What’s the outlook for deal-making, corporate and investor sentiment, and markets?
21 november 2023 · 36 min
In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global Banking & Markets business, discuss their views on the markets, corporate and investor sentiment, and the outlook for deal-making. They also share their thoughts about the direction of the industry as well as their leadership and career advice.
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Why the global economy and markets can continue to outperform in 2024
14 november 2023 · 29 min
Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss their outlook and the findings from their recently published 2024 macro outlook entitled, The Hard Part is Over.
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BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
10 november 2023 · 39 min
In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valuations, and the impact of artificial intelligence and quantum computing.
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The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
7 november 2023 · 26 min
Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and beyond.
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Impactive Capital’s private equity approach to ESG-oriented activism
3 november 2023 · 35 min
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-term returns.
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Is US outperformance at a turning point?
1 november 2023 · 26 min
The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs Exchanges, Rebecca Patterson, former chief investment strategist at Bridgewater Associates, Jean Boivin, head of the BlackRock Investment Institute, and Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, discuss whether the US equity outperformance of the last decade can be repeated over the next decade. This episode breaks down a topic hit on in the recent Top of Mind report.
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Unlocking the AI M&A Supercycle
24 oktober 2023 · 23 min
The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen AI is reshaping the dealmaking landscape and discuss findings from their report, “Navigating the AI Era.”
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Commercial real estate risks
17 oktober 2023 · 24 min
US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van Nieuwerburgh, professor of real estate and finance at Columbia Business School, break down the risks in the commercial real estate crisis that were the topic of the recent Top of Mind report, Commercial real estate risks.
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Implications of a higher-for-longer rate regime
12 oktober 2023 · 26 min
Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs Research’s Praveen Korapaty, chief interest rates strategist, and Global Banking & Markets’ Anshul Sehgal, co-head of US interest rate products trading, explain the implications for economic growth, investors, and markets.
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