2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees connected, productive, and happy.   Heather Bellini of Goldman Sachs Research and Ryan Nolan of the Investment Banking Division talk about the opportunity for software to unlock productivity gains in the world’s 1.25 billion knowledge workers. Then, Tammy Kiely of the Investment Banking Division is joined by Renee James, CEO of Ampere Computing, to talk about what she’s learned about leading a tech startup through the pandemic and keeping her team mentally and physically well. This is the second episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and forever changed how we rely on technology.   Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Syys 202047min

Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases from movie theaters to on-demand video. This has upended the entertainment landscape, creating challenges and opportunities for content creators, distributors and exhibitors. In this episode, Brett Feldman of Goldman Sachs Research, Adam Agress of Goldman Sachs Asset Management, and Alekhya Uppalapati of the Investment Banking Division explore these topics and how the entertainment industry is rapidly evolving. This is the first episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and how industries are responding.   Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Syys 202036min

Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record highs in August, and what it all means for the forward-looking equity outlook. "I don't think we should get too worked up about the turbulence we've encountered in September, just given the astonishing run the preceded it.," he says." Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Syys 20207min

Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management.  Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Syys 202033min

Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautiously optimistic” sentiment among corporate clients.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Syys 202012min

Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while leading through times of crisis. The founders, who are all part of the "Launch With GS" Black and Latinx Entrepreneur Cohort, are Helen Adeosun of CareAcademy, Sean Mitchell of REZI, and Max Tuchman of Caribu. Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Syys 202037min

Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally. Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Elo 202010min

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Elo 202018min