Separating Value from Value Traps

Midyear Outlook: Getting in Sequence by ClearBridge Investments 

Portfolio Managers Mike Clarfeld and Erica Furfaro highlight how an active investment approach can help manage risk and identify opportunities during a historic period of volatility sparked by Trump 2.0. 

Sustainability Driving Business Forward by ClearBridge Investments 

What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global ... Show More

This “Mark to Market” podcast features Mark's conversation with Kathy Mikells, CFO, ExxonMobil, where they discussed the scale of ExxonMobil’s diversified business, its ambitions to meet its net zero emissions goals by 2050 and its focus on helping other corporates achieve their ... Show More

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class. 

Barron's deputy editor Ben Levisohn talks with senior writers Al Root and Nicholas Jasinski about the outlook for financial markets, industry sectors, and individual stocks. 

Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the e ... Show More

Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity Syndicate Desk in Goldman Sachs Investment Banking, joins our latest episode of  ... Show More

A monthly check on US equity market performance and positioning considerations with Adam Scheiner, Senior Portfolio Manager, Private Client US Equity Team and Portfolio Manager on the UBS Tactical US Themes portfolio, and Dominic Schagar, Lead Equity Investment Specialist with UB ... Show More

The pandemic spurred a new generation of retail investors, many of whom are now stepping away from the markets. In the latest episode Exchanges at Goldman Sachs, John Marshall, head of derivatives research in Goldman Sachs Research, Greg Tuorto, a portfolio manager of small to mi ... Show More