Episode (200)
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Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
Jul 25, 2023Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around ...
What’s next for China’s economy?
Jul 21, 2023China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman...
Generative AI: hype, or truly transformative?
Jul 18, 2023Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s ...
Why 'everything aligns' for Japanese stocks
Jul 11, 2023Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy. Learn more about your ad cho...
Why global equities are poised for “fat and flat” returns
Jul 03, 2023Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head o...
What’s ahead for the U.S. economy?
Jun 28, 2023The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the latest episode of Goldman Sachs Exchanges, David Me...
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
Jun 20, 2023Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episod...
The Markets: 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...
An inside look at family offices’ investing strategies
Jun 13, 2023Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business,...
The Markets: 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...