As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani, co-head of emerging markets equity, within Goldman Sachs Asset & Wealth Management, discuss the recent rally in emerging markets and the outlook for 2023.
Le ... Show More
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Mar 2023
Top of the Morning: Emerging Markets - Investing in a multi-speed world
Against a challenging macro backdrop, our conversation outlines why CIO believes adding emerging markets to the opportunity set can help to achieve returns and manage portfolio risk. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief In ... Show More
8m 1s
Aug 2023
Change of seasons, change in markets
Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fa ... Show More
15m 57s
Sep 2016
Eurasia Group's Sankaran: Impact of Energy Markets on EM(Audio)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karthik Sankaran, Director of Global Strategy, Eurasia Group, on the outlook for global and emerging markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
11m 42s
Nov 2023
Unpacking the opportunity in developed market equities
While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Wo ... Show More
18m 35s