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
Jun 2
The AI Investment Boom: When Will It Pay Off?
The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee ... Show More
24m 10s
May 26
‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy
Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and ma ... Show More
31m 53s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s
Jun 2023
Are there green shoots in the IPO market?
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
9m 4s
Jul 2023
How institutional investors are navigating market crosscurrents
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
10m 35s
Feb 2024
How soft would a soft landing be?
The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & C ... Show More
18m 26s
Feb 2021
Panoramic Views: Emerging Markets in 2021
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.
33m 32s
<p>Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wi ... Show More
