Markets Update: Election Outlook
Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd. Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Loka 202011min
An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the London Inter-bank Offered Rate (LIBOR). Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Loka 202018min
Markets Update: Taking Stock of Year-to-Date Performance
Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Loka 20209min
The State of Small Businesses in the U.K.
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Loka 202019min
Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical
Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus. Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Loka 20208min
Retirement Plans’ Rocky 2020…and Where Investors Go from Here
Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in defined contribution plans, and what to consider going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Loka 202018min
Beyond 2020: Post-Election Policies
The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this episode, host Allison Nathan discusses the candidates’ economic policy priorities with Kevin Hassett, former Chairman of the Council of Economic Advisers under President Trump, and Jared Bernstein, economic adviser to former Vice President Biden. For perspectives on US foreign policy, she speaks with Eurasia Group’s Ian Bremmer, who sees significant alignment between the candidates on many key foreign policy issues—including trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Loka 202029min
Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations. Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Loka 202019min
