The Metrics that Matter: A 'Mainstream' Approach to ESG
Exchanges8 Touko 2017

The Metrics that Matter: A 'Mainstream' Approach to ESG

Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the GS SUSTAIN team, which seeks to identify companies with long-term growth potential, Bingham and his colleagues study which sustainability measures most closely align with returns over time. He shares the team's findings and explains why he sees ESG research as integral to a "holistic" take on stock selection. This podcast was recorded on May 2, 2017. All price references and market forecasts correspond to the date of this recording. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute research or a recommendation from any Goldman Sachs entity to the listener. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefor (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Goldman Sachs to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2017 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.   Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Joulu 202017min

Markets Update: What Investors Are Watching Going into Year-End

Markets Update: What Investors Are Watching Going into Year-End

Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Joulu 202010min

November Wrap: Record Inflows into Global Equities

November Wrap: Record Inflows into Global Equities

Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Joulu 202017min

Asia-Pacific Economic Outlook for 2021

Asia-Pacific Economic Outlook for 2021

Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world also – we think the world can grow about 6% – but especially optimistic about Asia-Pacific.” Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Marras 202010min

Markets Update: The Bull Run in 2021

Markets Update: The Bull Run in 2021

Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase to a “growth” phase. “As we move forwards in time, we do expect to see more even returns globally – less so than extreme outperformance of the US,” says Oppenheimer. “We would expect people to be diversifying more by country, region and by industry.” Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Marras 202012min

Germany’s Economic Recovery

Germany’s Economic Recovery

Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the road to recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Marras 202018min

Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P

Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P

David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Marras 202011min

Vaccine Progress and What’s Next

Vaccine Progress and What’s Next

Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead for FDA approval and widespread distribution. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Marras 20209min

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