Alle afleveringen
647 afleveringen, van nieuw naar oud
-
November Wrap: Record Inflows into Global Equities
1 december 2020 · 17 min
Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Asia-Pacific Economic Outlook for 2021
24 november 2020 · 10 min
Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world also – we think the world can grow about 6% – but especially optimistic about Asia-Pacific.”
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: The Bull Run in 2021
20 november 2020 · 12 min
Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase to a “growth” phase. “As we move forwards in time, we do expect to see more even returns globally – less so than extreme outperformance of the US,” says Oppenheimer. “We would expect people to be diversifying more by country, region and by industry.”
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Germany’s Economic Recovery
17 november 2020 · 18 min
Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the road to recovery.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P
13 november 2020 · 12 min
David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ahead.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Vaccine Progress and What’s Next
12 november 2020 · 10 min
Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead for FDA approval and widespread distribution.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
What’s In Store For The Dollar
10 november 2020 · 31 min
After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory and the global economic recovery continues to loom large, the key question from here is whether this retrenchment marks the start of a multi-year Dollar down cycle, and, even more fundamentally, an erosion of the Dollar’s dominance in the global monetary system. Lees meer
In this episode, host Allison Nathan interviews three experts to answer these questions: UC Berkeley’s Barry Eichengreen, Cornell’s Eswar Prasad and Goldman Sachs’ own Zach Pandl. They don’t necessarily agree on the direction of the Dollar ahead, with Eichengreen less convinced than Pandl that the Dollar is set for a period of sustained depreciation. But they do agree that despite economic and geopolitical trends that suggest an eventual erosion of the Dollar’s global role, there’s still a long way to go before potential Dollar substitutes—the Euro, RMB and digital currencies—challenge its dominance.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Client Call: Macro Outlook 2021
9 november 2020 · 56 min
Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact of the US election on global growth in 2021. This podcast leverages a Goldman Sachs Research client call, hosted the morning of November 9th, 2020.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
6 november 2020 · 10 min
Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investors expect in terms of economic recovery and policy agendas looking ahead.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Investors Anticipate Next Week’s US Election
30 oktober 2020 · 11 min
Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd election.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
How Entrepreneurs are Leading Their Companies Through an Unexpected Year
27 oktober 2020 · 36 min
From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gujrathi of Gossamer Bio -- about their experiences leading through an unexpected year and the backdrop for entrepreneurship more broadly.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Election Outlook
22 oktober 2020 · 12 min
Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
20 oktober 2020 · 19 min
Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the London Inter-bank Offered Rate (LIBOR).
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: Taking Stock of Year-to-Date Performance
16 oktober 2020 · 9 min
Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The State of Small Businesses in the U.K.
15 oktober 2020 · 20 min
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical
9 oktober 2020 · 9 min
Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Retirement Plans’ Rocky 2020…and Where Investors Go from Here
6 oktober 2020 · 18 min
Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in defined contribution plans, and what to consider going forward.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Beyond 2020: Post-Election Policies
5 oktober 2020 · 29 min
The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. Lees meer
In this episode, host Allison Nathan discusses the candidates’ economic policy priorities with Kevin Hassett, former Chairman of the Council of Economic Advisers under President Trump, and Jared Bernstein, economic adviser to former Vice President Biden. For perspectives on US foreign policy, she speaks with Eurasia Group’s Ian Bremmer, who sees significant alignment between the candidates on many key foreign policy issues—including trade.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
2 oktober 2020 · 20 min
Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Innovation in the Industrials Sector
29 september 2020 · 13 min
Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy
28 september 2020 · 19 min
As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrust enforcement to consumer privacy protection to national security concerns.
In this episode, Faryar Shirzad, global head of Goldman Sachs’ Office of Government Affairs, gives an overview of the moving parts of tech policy today – including the latest analysis of the U.S.’s stance toward TikTok – and explains why these issues don’t fall clearly down political party lines.
This is the final episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and forever changed how we rely on technology.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: How Emerging-Market Economies are Navigating a Recovery
25 september 2020 · 6 min
Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age
22 september 2020 · 28 min
As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends within the industry, like the increasing appetite for user-generated short-form video.
To explore these shifting habits, Heather Bellini and Piyush Mubayi of Goldman Sachs Research discuss consumers’ social media consumption in the U.S. and Asia. Then, Jane Dunlevie from the Investment Banking Division discusses the state of play among her social media clients and how the pandemic has impacted their corporate strategies.
This is the third episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and forever changed how we rely on technology.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
The Battle for Our Screens, Part 2: The Future of Work
22 september 2020 · 47 min
The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees connected, productive, and happy.
Heather Bellini of Goldman Sachs Research and Ryan Nolan of the Investment Banking Division talk about the opportunity for software to unlock productivity gains in the world’s 1.25 billion knowledge workers. Then, Tammy Kiely of the Investment Banking Division is joined by Renee James, CEO of Ampere Computing, to talk about what she’s learned about leading a tech startup through the pandemic and keeping her team mentally and physically well.
This is the second episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and forever changed how we rely on technology.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
The Battle for Our Screens, Part 1: The Race to Entertain Us
22 september 2020 · 37 min
Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases from movie theaters to on-demand video. This has upended the entertainment landscape, creating challenges and opportunities for content creators, distributors and exhibitors. In this episode, Brett Feldman of Goldman Sachs Research, Adam Agress of Goldman Sachs Asset Management, and Alekhya Uppalapati of the Investment Banking Division explore these topics and how the entertainment industry is rapidly evolving.
This is the first episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and how industries are responding.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: September Turbulence
18 september 2020 · 8 min
Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record highs in August, and what it all means for the forward-looking equity outlook. "I don't think we should get too worked up about the turbulence we've encountered in September, just given the astonishing run the preceded it.," he says."
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Pandemic Perspectives: Insights from Our First Virtual Intern Class
15 september 2020 · 33 min
Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: European Leveraged Capital Markets
11 september 2020 · 13 min
Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautiously optimistic” sentiment among corporate clients.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Exploring the Founder Journey with Launch With GS CEOs
9 september 2020 · 37 min
Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while leading through times of crisis. The founders, who are all part of the "Launch With GS" Black and Latinx Entrepreneur Cohort, are Helen Adeosun of CareAcademy, Sean Mitchell of REZI, and Max Tuchman of Caribu.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Subdued Mood as S&P 500 Hits Record Highs
21 augustus 2020 · 10 min
Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The Latest Outlook for U.S. Equities
19 augustus 2020 · 18 min
David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Covid-19: Where We Go From Here
18 augustus 2020 · 30 min
Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top of Mind. Lees meer
In this episode, Allison Nathan speaks to Harvard’s Dr. Marc Lipsitch, who believes that the rising expectation for a resolution of the pandemic in 2021 is a plausible best-case scenario, but one we likely won’t be sure of until at least midyear. Our own Jan Hatzius argues that economic activity should be able to normalize further even if the virus remains an issue, and that a vaccine would only reinforce the economic recovery. Finally, Allison asks CEPI CEO, Dr. Richard Hatchett, if the rise in vaccine optimism is warranted. He’s also hopeful about the vaccine timeline, but cautions vaccines likely won’t be a magic bullet.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: U.S. Election in Focus
14 augustus 2020 · 9 min
Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Why Diversity Drives Better Investment Performance
11 augustus 2020 · 22 min
Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: SPACs
7 augustus 2020 · 11 min
Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
How Companies Are Meeting Their Financing Needs
4 augustus 2020 · 22 min
Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020. Additionally, Scher shares her thoughts on how to recruit and develop diverse talent, as well as advice for how junior employees can continue to grow and develop their networks while working remotely.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Balanced Bear Repair
31 juli 2020 · 15 min
Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
How Automated Robots are Supporting the Surge in E-commerce
28 juli 2020 · 21 min
In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Europe’s Fiscal Stimulus
24 juli 2020 · 17 min
Jose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report
21 juli 2020 · 14 min
Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Investing in Racial Economic Equality
20 juli 2020 · 32 min
America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this inequality is not just Top of Mind, but one of the most pressing questions of our time. Lees meer
In this episode, Allison Nathan interviews Kerwin K. Charles, dean and professor at the Yale School of Management, for perspective on the magnitude of these gaps, their evolution over time, and what these trends suggest for effective policy solutions moving forward. And we dig into racial gaps in healthcare with Dr. John Z. Ayanian, director of the Institute for Healthcare Policy and Innovation at the University of Michigan; and access to capital and professional advancement with Margaret Anadu, the firm’s head of the Urban Investment Group. All are core areas that must be addressed if we’re serious about reducing economic inequities. Our key takeaway: overcoming these inequities will require a holistic approach from all areas of society, and coming together to achieve this goal is not only a moral imperative, but also essential for the health and vibrancy of our economy and our nation more generally.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: A “Gritty” Second Quarter
17 juli 2020 · 17 min
Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resilience, and the ongoing commitment to client centricity.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Sustainable ESG Investing: Turning Promises into Performance
14 juli 2020 · 11 min
Steve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: "Investor Sobriety" Carries into Q3
10 juli 2020 · 8 min
Tony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
U.S. Dollar Weakness
7 juli 2020 · 13 min
Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets Update: Banks’ Stress Tests
2 juli 2020 · 12 min
Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
What’s Driving Growth in Alternative Asset Classes?
30 juni 2020 · 21 min
Kristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset classes.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: Will the Recovery Be Derailed?
26 juni 2020 · 12 min
Amelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
How COVID-19 is Impacting Companies’ M&A Strategies
23 juni 2020 · 22 min
Tim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because all those deals that aren’t happening right now, some significant percentage of them are deals that will happen,” Ingrassia says. “And so then it’s a question of when will they happen?”
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
Markets Update: The Rise of the Retail Investor
19 juni 2020 · 18 min
In this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact of the U.S. presidential election in November.
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer