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 Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross ... Show More
May 2026
Maintaining Conviction Through Disruption
In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ... Show More
18m 16s
Jan 2026
2026 Asset Allocation Draft
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More
40m 4s
Oct 2024
The new equity opportunities
It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey.
L ... Show More
9m 25s
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
Apr 2022
Retail Investing, Pt. 1: International Exposure
<p>With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lis ... Show More
8m 45s
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
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Dec 2024
Orbis’ Forster on Importance of Intrinsic Value
Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Lauren ... Show More
40m 26s
Mar 2025
Buy the dip in US equities?
After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megap ... Show More
8m 49s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s