Episode (200)
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Why the French and UK elections matter for investors
Jun 25, 2024As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's loomi...
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Jun 18, 2024Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer...
Power surge: AI, renewable energy, and the future of electricity
Jun 11, 2024The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, a...
Central bank divergence: Why it's happening and why it matters
Jun 04, 2024The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist a...
Can private equity bounce back?
May 28, 2024On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan...
Is China’s rebound for real?
May 21, 2024After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the...
How AI, the energy transition, and the future of work are shaping impact investing
May 14, 2024Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term t...
Is the UK economy finally turning the corner?
May 07, 2024Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that smal...
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Apr 30, 2024Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And i...
Weighing the GLP-1 Market
Apr 23, 2024The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity ca...