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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Aug 21
Why US Equity Returns Are Broadening Beyond AI Stocks
While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses ... Show More
12m 33s
Aug 14
How Inflation and Fiscal Policy Are Driving US Treasury Markets
With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He explains why recent inflation data suggests th ... Show More
11m 49s
Aug 7
Why US Stocks May ‘Grind Higher’
Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, shares his outlook on assets from credit and stocks to oil. This episode also covers recent moves in AI-led stocks and currency markets, and why Varadhan does not expect the Federal Reserve to hike rates in 202 ... Show More
7m 52s
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