The biggest opportunities in US credit m...

The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris ... Show More

Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading ... Show More

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sac ... Show More

This week, we welcome Lotfi Karoui, Chief Credit Strategist and Head of Credit and Mortgage Strategy Research at Goldman Sachs. Lotfi shares his macro and credit market outlook on the HPScast with host Colbert Cannon. 

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ... Show More

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

As others head for the exit from the commercial real estate (CRE) sector, Benefit Street Partners President Richard Byrne views this as the perfect time to fill the funding void that could arise. Byrne joins hosts Noel Hebert and Sam Geier of Bloomberg Intelligence on Credit Crun ... Show More

<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More

<p>With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit, M&amp;A activity and AI infrastructure.</p><p><br></p><p>Read more&nbsp;<a ... Show More