Exchanges at Goldman Sachs

0 Likes     0 Followers     1 Subscribers

Sign up / Log in to like, follow, recommend and subscribe!

Recommendations


Episodes

Date Title & Description Contributors
2025-01-14

  Keep on truckin’: Will the US continue to outperform other markets?

Goldman 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 why the team’s long-held investment recommendations—U...
  Goldman Sachs author
2025-01-08

  Navigating 2025: Why investors need to diversify and hedge their portfolios

2024 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 Research, and Alexandra Wilson-Elizondo, Co-Chief Inve...
  Goldman Sachs author
2024-12-20

  A perfect setup for the financial sector?

Financial 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 regulations under a second Trump administration, say Goldman...
  Goldman Sachs author
2024-12-18

  The outlook for global deal-making

The 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 the global mergers and acquisitions business in Goldm...
  Goldman Sachs author
2024-12-16

  Will China’s policy stimulus be enough?

Goldman 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 addressing the country’s internal and external economi...
  Goldman Sachs author
2024-12-13

  Investing in Sports: Women’s Sports and the Future

With 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 opportunity in women’s sports, and how might the growth t...
  Goldman Sachs author
2024-12-09

  What investors expect from Trump

Goldman 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.
  Goldman Sachs author
2024-12-06

  Investing in Sports: Building A Better Fan Experience

In 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 Investment Banking, and Stacy Sonnenberg, Head of Glo...
  Goldman Sachs author
2024-12-03

  Should investors worry about market concentration?

The 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 Owen Lamont, senior vice president and portfolio ma...
  Goldman Sachs author
2024-11-26

  How AI could impact geopolitics

The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Goldman Sachs Global Institute, discusses the data cent...
  Goldman Sachs author