Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given...
25 Touko 202330min
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asse...
19 Touko 20239min
Investing during times of market stress
In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio divers...
16 Touko 202327min
The Markets: Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of ...
12 Touko 20238min
Breaking Free: The rise of corporate separations
In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode...
11 Touko 202325min
U.S.-China: more decoupling ahead?
Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this ...
9 Touko 202325min
The Markets: Fed rate hikes, banking stress & debt limit concerns
Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, jo...
5 Touko 20238min
Is big tech back?
After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this epi...
4 Touko 202321min
