Exchanges22 Helmi 2017

Asia Adapts to a New Investing Climate

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passive strategies in an age of technological disruption. This podcast was recorded on February 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. 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 therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice 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 any Goldman Sachs entity or individual to that listener, nor to constitute such person a client of any Goldman Sachs entity. No part of this podcast may, without GSAM's prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means. Copyright 2017 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(620)

A world of opportunity: Rob Citrone’s best ideas

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasq...

22 Touko 202522min

Is Fed independence at risk?

In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode e...

20 Touko 202524min

Equity risks and alts opportunities

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity stra...

13 Touko 202519min

From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager

Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. ...

9 Touko 202541min

AI Exchanges: How tech giants are navigating the AI landscape

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Te...

7 Touko 202523min

Stagflation and the Fed's next move

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his...

2 Touko 202513min

How AI and geopolitics are reshaping cybersecurity

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Gol...

29 Huhti 202513min

How insurers are navigating volatile markets

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Mat...

25 Huhti 202519min