Episode (200)
Halaman 9 dari 20
Navigating the volatility in global bond markets
Jan 21, 2025Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and in...
Keep on truckin’: Will the US continue to outperform other markets?
Jan 14, 2025Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and w...
Navigating 2025: Why investors need to diversify and hedge their portfolios
Jan 08, 20252024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Re...
A perfect setup for the financial sector?
Dec 20, 2024Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulati...
The outlook for global deal-making
Dec 18, 2024The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of t...
Will China’s policy stimulus be enough?
Dec 16, 2024Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in ad...
Investing in Sports: Women’s Sports and the Future
Dec 13, 2024With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the oppor...
What investors expect from Trump
Dec 09, 2024Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. L...
Investing in Sports: Building A Better Fan Experience
Dec 06, 2024In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports I...
Should investors worry about market concentration?
Dec 03, 2024The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owe...