The biggest opportunities in US credit m...

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sa ... Show More

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More

With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ... 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

Wharton Finance Professor Itay Goldstein talks about the state of the economy and whether the U.S. economy is headed for a recession. See acast.com/privacy for privacy and opt-out information. 

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

Join Daniel Rudnicki Schlumberger, Head of Leveraged Finance in EMEA, Andrew Crook, Head of Leveraged Finance Sales, and Daniel Lamy, Head of European Credit Strategy Research, to explore the world of leveraged finance. They provide a snapshot of the latest insights and trends fr ... Show More

Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on what the Trump administration could mean for Fed policy. Learn more about your ad ... Show More