Markets Update: Subdued Mood as S&P 500 Hits Record Highs
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
The Latest Outlook for U.S. Equities
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
Covid-19: Where We Go From Here
Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top of Mind. In this episode, Allison Nathan speaks to Harvard’s Dr. Marc Lipsitch, who believes that the rising expectation for a resolution of the pandemic in 2021 is a plausible best-case scenario, but one we likely won’t be sure of until at least midyear. Our own Jan Hatzius argues that economic activity should be able to normalize further even if the virus remains an issue, and that a vaccine would only reinforce the economic recovery. Finally, Allison asks CEPI CEO, Dr. Richard Hatchett, if the rise in vaccine optimism is warranted. He’s also hopeful about the vaccine timeline, but cautions vaccines likely won’t be a magic bullet. Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Elo 202029min
Markets Update: U.S. Election in Focus
Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November. Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Elo 20209min
Why Diversity Drives Better Investment Performance
Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge. Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Elo 202022min
Markets Update: SPACs
Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Elo 202010min
How Companies Are Meeting Their Financing Needs
Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020. Additionally, Scher shares her thoughts on how to recruit and develop diverse talent, as well as advice for how junior employees can continue to grow and develop their networks while working remotely. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Elo 202022min
Markets Update: Balanced Bear Repair
Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Heinä 202015min
