Episode (200)
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Uncharted territory: Navigating a ‘geopolitical recession’
Jan 03, 2024Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this ...
Asset allocation outlook: The case for greater portfolio diversification in 2024
Dec 20, 2023As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research...
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Dec 18, 2023How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and ...
Middle East risks
Dec 15, 2023In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US Assistant Secretary of State for Near Eastern Affairs, and Emile Hokayem, Direc...
M&A in 2024: Navigating opportunities and challenges
Dec 12, 2023After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, the co-heads of Global Mergers & Acquisitions in Global Bank...
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
Dec 05, 2023As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management to more than $330 billion. In a conversation moderated by Goldman Sachs...
What China’s struggling property sector means for the global economy and markets
Nov 28, 2023China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode, Goldman Sachs Research’s Kenneth Ho, Asia credit strategis...
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
Nov 21, 2023In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global Banking & Markets business, discuss their views on the markets, corporate ...
Why the global economy and markets can continue to outperform in 2024
Nov 14, 2023Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss their outlook and the findin...
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
Nov 10, 2023In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valua...