Episode (146)
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How investors are managing rising volatility
Apr 05, 2024Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs As...
Why Today's IPO Market May Surprise You
Mar 28, 2024Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market...
How markets are responding to central bank moves
Mar 22, 2024How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and ...
What tech investors are looking for now
Mar 15, 2024The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks. L...
Breaking down the record highs
Mar 08, 2024What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Mul...
Growth shocks, not just inflation, to be a primary driver of markets
Mar 01, 2024As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research a...
Can tech continue to power equities to new highs?
Feb 23, 2024Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s David Kostin, chief US equity strategist, looks at...
Hedge Fund Outlook for 2024
Feb 16, 2024What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a hig...
Regional banks back in focus on real estate concerns
Feb 09, 2024Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, dis...
How geopolitical instability is affecting markets
Feb 02, 2024As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Gol...