Episode (146)
Halaman 14 dari 15
Why markets are in a period of 'normalization, not nirvana'
Aug 04, 2023US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about t...
What the Fed’s hike means for the S&P 500
Jul 28, 2023What do the Fed’s recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldman Sachs Research, joins our latest episode of The ...
Why the Nasdaq 100’s rebalancing matters for investors
Jul 21, 2023On July 24, the Nasdaq 100 will undergo a “special rebalance,” which is meant to curb the high concentration in the index of a handful of tech stocks. Discussing what this means for both investors and...
Are investors betting the worst is over for U.S. inflation?
Jul 14, 2023How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, ...
How institutional investors are navigating market crosscurrents
Jul 07, 2023Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sac...
Are there green shoots in the IPO market?
Jun 30, 2023Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity ...
Can the global economy withstand higher interest rates?
Jun 23, 2023Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sac...
What the Fed’s hawkish pause means for markets
Jun 16, 2023Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in...
Why the AI-driven tech rally has legs
Jun 09, 2023Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head o...
What’s next for U.S. Treasuries
Jun 02, 2023Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Fi...