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In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication, explores macroeconomic issues that are on the minds of Goldman Sachs clients.
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Exchanges at Goldman Sachs
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The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
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20:43
Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the firm in 2012.Por Goldman Sachs
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Exchanges at Goldman Sachs
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Why Global Insurers Are Leaning Into Risk
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10:28
Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios.Por Goldman Sachs
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Markets Update: Emerging Markets’ Next Phase
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6:09
Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.Por Goldman Sachs
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Exchanges at Goldman Sachs
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The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates
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25:09
In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments.Por Goldman Sachs
Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.Por Goldman Sachs
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Whenever, Wherever: Seamless Commerce is the Future of Retail
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19:48
Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail.Por Goldman Sachs
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What’s Behind the Record Level of Equity Issuance?
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12:05
Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.Por Goldman Sachs
With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs:…
With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets.Por Goldman Sachs
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Exchanges at Goldman Sachs
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A Guide to Bubbles and Why We Are Not in One
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16:31
A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment…
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How Supply-Chain Disruptions Are Impacting Inflation
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9:14
As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market.Por Goldman Sachs
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Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors
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36:56
In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of the Asset Management Division—discuss what the $1.9 trillion American Rescue Plan means for the economy, markets, corporations and investors. Recorde…
Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions plans have fared in 2020 in his latest report as well as his outlook for this year.Por Goldman Sachs
In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthcare—as outlined in her team’s recent Black Womenomics research report. Next, David Solomon, Chairman and CEO of Goldman Sachs, and Margaret Anadu of the …
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Higher Rates Unlikely to Derail the US Housing Market Strength
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11:37
Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock.Por Goldman Sachs
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How Hedge Funds are Navigating a Volatile Market
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16:53
Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and the current sentiment among fund managers and allocators.Por Goldman Sachs
Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors.Por Goldman Sachs
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The Short and Long of Recent Volatility
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26:40
The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caused this volatility, how likely it is to repeat, what could prevent this, and what it signals about, or for, markets. Allison Nathan, creator and edito…
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How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
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Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit healthcare organizations and hospital systems. MacColl is joined by Stefan Strein, chief investment officer for the Cleveland Clinic, who talks about m…
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How Small Businesses Are Faring Entering Year Two of the Pandemic
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To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered questions about PPP funding, access to capital, affordable healthcare, the personal toll of COVID-19, and more. Then, two graduates of the Goldman Sachs 10,000 S…
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Digital Transformation and the Future of Software
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Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead.Por Goldman Sachs
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Markets Update: Inflation and Equities
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14:54
Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection point towards a more reflationary environment.Por Goldman Sachs
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Big, Bold, Strategic Moves: The 2021 M&A Outlook
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Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers behind historic levels of M&A activity, their positive outlook for dealmaking in 2021, and the resurgence of cross-border transactions.Por Goldman Sachs
Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.Por Goldman Sachs
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2021 Investment Outlook: “US Resilient”
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Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and why she is telling clients to stay invested. “Our recommendation of US preeminence and staying invested has served our clients well,” Mossavar-Rahmani says. “People might think that those two themes ha…
