Why Diversity Drives Better Investment Performance
Exchanges11 Elo 2020

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What’s the outlook for deal-making, corporate and investor sentiment, and markets?

What’s the outlook for deal-making, corporate and investor sentiment, and markets?

In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global Banking & Markets business, discuss their views on the markets, corporate ...

21 Marras 202335min

Why the global economy and markets can continue to outperform in 2024

Why the global economy and markets can continue to outperform in 2024

Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss their outlook and the findin...

14 Marras 202328min

BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’

BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’

In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valua...

10 Marras 202339min

The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior

The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior

Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and...

7 Marras 202326min

Impactive Capital’s private equity approach to ESG-oriented activism

Impactive Capital’s private equity approach to ESG-oriented activism

Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-...

3 Marras 202334min

Is US outperformance at a turning point?

Is US outperformance at a turning point?

The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs ...

1 Marras 202325min

Unlocking the AI M&A Supercycle

Unlocking the AI M&A Supercycle

The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen A...

24 Loka 202323min

Commercial real estate risks

Commercial real estate risks

US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van N...

17 Loka 202324min

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