Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In the latest episode of Exchanges at Goldman Sachs, Michele Della Vigna, head of natural resources r ... Show More
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
Mar 2023
A theory of change for climate investing [partner content]
Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels.From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while th ... Show More
23m 40s
Jun 2022
The Changing Future of ESG Investing
Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not?This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-President of Sust ... Show More
54m 45s
Dec 2023
Sustainability: Mixed Signals on Decarbonization After COP28
The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.
----- Transcript -----Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's ... Show More
3m 40s
May 2023
The Four Horsemen of the Energy Transition: Where’s The Money Going?
Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from? In 2022, worldwide investment in renewables hit almost half a trillion dollars. Investment in solar – the largest sector - jumped 36% to 308 billion. Investment in ... Show More
55m 28s
Oct 2021
Why there is an energy crisis and when it will end
What do a coal shortage in China, a cold winter in Europe and oil's rally to a three-year high have in common?
Herman Wang, managing editor at S&P Global Platts, joins co-hosts Mustafa Alrawi and Kelsey Warner this week to answer that, and what to expect going forward.
They dis ... Show More
18m 20s
Nov 2023
Retreat or Engage? Green Investors’ Big Oil Dilemma
Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shooting for less ambitious targets or returning to their traditional business models ... Show More
31m 20s