What’s on the minds of the world’s largest investors?
Exchanges14 Huhti 2023

What’s on the minds of the world’s largest investors?

As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic environment, what’s on the minds of this influential investor base? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Mike Siegel, global head of the Insurance Asset Management and Liquidity Solutions businesses, and Matt Armas, global head of Insurance Asset Management, break down the results of the 12th annual survey, Balancing with Yield on the Inflationary Tightrope, which surveyed more than 300 insurers about their views on the economy, asset allocation decisions and return expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Gold, Oil, and Rare Earths: Commodities on the Move

Gold, Oil, and Rare Earths: Commodities on the Move

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolio...

28 Loka 202512min

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the ...

24 Loka 202533min

Making Sense of Weak Job Growth Alongside Solid GDP Growth

Making Sense of Weak Job Growth Alongside Solid GDP Growth

Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded o...

22 Loka 202519min

 ‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital landscape and the most promising developments in ...

17 Loka 202531min

The Rise of Secondaries: Unlocking Liquidity in Private Markets

The Rise of Secondaries: Unlocking Liquidity in Private Markets

Once a niche segment, the private equity secondaries market has seen substantial growth and is reshaping the broader alternative asset landscape. In this episode, Goldman Sachs’ Harold Hope and Alex B...

14 Loka 202518min

The Shutdown’s Economic Impact

The Shutdown’s Economic Impact

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential imp...

8 Loka 202519min

AI Exchanges: The Role of Data

AI Exchanges: The Role of Data

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Gold...

30 Syys 202517min

How Reliable is Economic Data?

How Reliable is Economic Data?

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 201...

25 Syys 202526min

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