Macro Themes for Fixed Income Investors in 2015
Exchanges19 Joulu 2014

Macro Themes for Fixed Income Investors in 2015

Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in 2015. This podcast was recorded on December 15, 2014 The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/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 therefor (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. Copyright 2014 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What’s Ahead for Inflation?

What’s Ahead for Inflation?

Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from the Global Markets Division looks at market implications on this episode of Exchanges at Goldman Sachs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Touko 202121min

Copper is the New Oil

Copper is the New Oil

A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon.  Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Touko 202118min

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, and Daniel Kovenat, whose business idea was developed through the program, share their views on how to foster innovation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Touko 202121min

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the firm in 2012.   Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Touko 202120min

Why Global Insurers Are Leaning Into Risk

Why Global Insurers Are Leaning Into Risk

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Huhti 202110min

Markets Update: Emerging Markets’ Next Phase

Markets Update: Emerging Markets’ Next Phase

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Huhti 20216min

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Huhti 202125min

What’s Ahead for the U.S. Dollar?

What’s Ahead for the U.S. Dollar?

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Huhti 20217min

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