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 podcast from Goldman Sachs Exchanges.
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Oct 2
AI Is Becoming a Stock Picker's Market
Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FI ... Show More
9m 23s
Sep 25
Why the Bond Market May Be the Stock Market's Biggest Risk
With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hed ... Show More
11m 54s
Sep 18
The Opportunities for Investors amid Higher-for-Longer Interest Rates
The Federal Reserve signaled this week that interest rates could be higher for longer, which may pose a challenge for the broader equity market if tighter policy leads to less consumption, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities. However, comp ... Show More
10m 54s
Jan 2023
The global economy in 2075: Growth slows as Asia rises
What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and ... Show More
18m 8s
May 2023
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly pod ... Show More
9m 48s
Feb 2023
Is it time to invest in emerging markets?
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 Manage ... Show More
24m 38s
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
Jan 2023
M&A in 2023: A complex but optimistic outlook for deal-making
After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and ... Show More
21m 48s
Feb 2022
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ... Show More
25m 27s