What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, discusses the key takeaways from Davos, as well as how investors are approaching today’s geopolitical ... Show More
Aug 28
What Is the Outlook for Diesel and Gasoline Supplies?
Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal, head of Global Commodities in Goldman Sa ... Show More
8m 18s
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
Jan 2024
What’s come out of Davos?
Today, the World Economic Forum is wrapping up in Davos, Switzerland. There, meetings have been held between company heads and global leaders. Key themes include artificial intelligence, increasingly complicated relationships between world powers and prospects of another potentia ... Show More
7m 5s
Jan 2024
McKinsey's takeaways from the World Economic Forum
Geopolitics, the women's health gap, economic inclusion, and technology are a few of the themes highlighted at last week's World Economic Forum in Davos. Hear McKinsey senior partners Tracy Francis and Sven Smit share their analysis of the most significant takeaways from Davos in ... Show More
23m 32s
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
Jan 2020
World Economic Forum Outlook
<p>On today’s show, we’re talking about a global perspective of growth. The World Economic Forum opened this week in Davos Switzerland. The price of admission to that conference is high, but the networking is awesome. If you’re like me and have projects to get done, you’re probab ... Show More
5m 14s
Jan 2024
BlackRock's Vice Chairman Talks Economy, Geopolitics
<p>BlackRock's Vice Chairman Philipp Hildebrand discusses his outlook for the US economy, tensions in the middle east, and challenges facing the finance sector. He spoke with Bloomberg's Francine Lacqua from the sidelines of the World Economic Forum's annual meeting in Davos.</p> ... Show More
11m 3s
<p>As The World Economic Forum wraps up in Davos, Switzerland, Bloomberg's Francine Lacqua hosted a blockbuster panel looking at the Global Economic Outlook. </p> <p>Panel members:</p> <ul> <li>ECB President Christine Lagarde</li> <li>Carlyle Co-Founder David Rubenstein</li> <li> ... Show More
<p>In our latest podcast episode our Director of Corporate Finance, Stephen Barnett unpacks four FT headlines coming out of Davos last week.</p><p><br></p><ul><li>Private Equity predicts deal rebound as sellers capitulate on prices </li></ul><p><br></p><ul><li>Mistral become ... Show More
