Markets Update: Investor Sentiment Improves as Lockdowns Lift
Exchanges22 Touko 2020

Markets Update: Investor Sentiment Improves as Lockdowns Lift

Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions. Learn more about your ad choices. Visit megaphone.fm/adchoices

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KKR’s Henry Kravis on private equity, culture, and global markets

KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through...

5 Tammi 202454min

Uncharted territory: Navigating a ‘geopolitical recession’

Uncharted territory: Navigating a ‘geopolitical recession’

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this ...

3 Tammi 202434min

Asset allocation outlook: The case for greater portfolio diversification in 2024

Asset allocation outlook: The case for greater portfolio diversification in 2024

As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research...

20 Joulu 202332min

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and ...

18 Joulu 202328min

Middle East risks

Middle East risks

In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US Assistant Secretary of State for Near Eastern Affairs, and Emile Hokayem, Direc...

15 Joulu 202326min

M&A in 2024: Navigating opportunities and challenges

M&A in 2024: Navigating opportunities and challenges

After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, the co-heads of Global Mergers & Acquisitions in Global Bank...

12 Joulu 202320min

Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management to more than $330 billion. In a conversation moderated by Goldman Sachs...

5 Joulu 202351min

What China’s struggling property sector means for the global economy and markets

What China’s struggling property sector means for the global economy and markets

China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode, Goldman Sachs Research’s Kenneth Ho, Asia credit strategis...

28 Marras 202327min

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