Exchanges

Exchanges

Goldman Sachs

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Episode (200)

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161
Focus on financials: Why banks and asset managers are constructive about the economy in 2024

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

Dec 18, 2023

How 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 ...

162
Middle East risks

Middle East risks

Dec 15, 2023

In 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...

163
M&A in 2024: Navigating opportunities and challenges

M&A in 2024: Navigating opportunities and challenges

Dec 12, 2023

After 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...

164
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

Dec 05, 2023

As 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...

165
What China’s struggling property sector means for the global economy and markets

What China’s struggling property sector means for the global economy and markets

Nov 28, 2023

China’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...

166
What’s the outlook for deal-making, corporate and investor sentiment, and markets?

What’s the outlook for deal-making, corporate and investor sentiment, and markets?

Nov 21, 2023

In 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 ...

167
Why the global economy and markets can continue to outperform in 2024

Why the global economy and markets can continue to outperform in 2024

Nov 14, 2023

Goldman 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...

168
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’

BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’

Nov 10, 2023

In 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...

169
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior

The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior

Nov 07, 2023

Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and...

170
Impactive Capital’s private equity approach to ESG-oriented activism

Impactive Capital’s private equity approach to ESG-oriented activism

Nov 03, 2023

Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-...

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