How the Housing Sector Has Been Impacted by the Economic Slowdown
Exchanges21 Huhti 2020

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven by more favorable supply/demand dynamics, consumers’ relatively strong financial position, and healthy corporate balance sheets. “When I look at the balance sheets and liquidity positions of my clients, both in home building and building products, it’s quite strong,” Hagerty says. “Most of them have access to the capital markets, given some of the Fed action that we’ve seen, and generally they’re all positioned to weather what could potentially be a very extended downturn. So the outlook today is much different than 2008.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(601)

Charting the Course for a Stronger South Africa

Charting the Course for a Stronger South Africa

Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challenging environment for emerging markets and steps it c...

25 Marras 201523min

Cord Cutting Goes Prime Time

Cord Cutting Goes Prime Time

In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Borst, equity research analysts in Global Investment R...

20 Marras 201525min

Start-Up Stories from the Builders + Innovators Summit

Start-Up Stories from the Builders + Innovators Summit

"There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Minted, and David Solomon, co-head of the Investment...

9 Marras 201532min

China's Transition and the Outlook for Asia

China's Transition and the Outlook for Asia

Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets ...

20 Loka 201526min

Cars 2025 - What Will Drive You?

Cars 2025 - What Will Drive You?

Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the ado...

12 Loka 201522min

Flat is the New Up

Flat is the New Up

David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and why the decline in energy prices will have import...

9 Loka 201527min

Separating Signals from Noise - Perspectives on the Future of Investing

Separating Signals from Noise - Perspectives on the Future of Investing

Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for i...

29 Syys 201524min

Oil: Lower for Even Longer

Oil: Lower for Even Longer

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feedbac...

17 Syys 201523min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-draivi
rss-porssipuhetta
rahapuhetta
oppimisen-psykologia
rss-rahamania
rss-seuraava-potilas
rss-neuvottelija-sami-miettinen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-paasipodi
rss-40-ajatusta-aanesta
taloudellinen-mielenrauha
syo-nuku-saasta
kasvun-kipuja
rss-viisas-raha-podi