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 Credit Strategist and Head of Credit, Mortgages and Structured Products Research, ... Show More
Yesterday
The Shutdown’s Economic Impact
How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More
19m 17s
Sep 30
AI Exchanges: The Role of Data
Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More
17m 27s
Sep 25
How Reliable is Economic Data?
Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More
26m 19s
Apr 2024
A New Perspective for Credit Investors
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
18m 29s
Aug 2024
Recession or slowdown? Navigating uncertainty
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, geopolitical ... Show More
11m 40s
Sep 2024
Leveraged finance markets: As good as it gets?
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
19m 9s
Sep 12
Resilience and Risks: Insights from the European Leveraged Finance Conference
In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th E ... Show More
22m 22s
Aug 2024
Talking Heads – How to lock attractive interest rates for fixed periods
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in short-term interest rates for three, five or seven years, thus enshrining a regular flow of coupon payments by investing in a well-divers ... Show More
5m 23s