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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Jun 12
‘It’s a Generational Opportunity’
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the ... Show More
10m 56s
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