Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
Exchanges2 Loka 2020

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations. Learn more about your ad choices. Visit megaphone.fm/adchoices

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General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage

General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage

General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of G...

6 Loka 202342min

Why most Americans aren’t saving enough for retirement

Why most Americans aren’t saving enough for retirement

An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing ...

3 Loka 202323min

The IPO market’s soft opening

The IPO market’s soft opening

Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global B...

26 Syys 202315min

Tech companies are investing in growth

Tech companies are investing in growth

After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies are starting to invest for growth, say Goldman Sachs Research’s Eric Sheridan and K...

19 Syys 202322min

Emerging market equities poised to overtake developed market equities

Emerging market equities poised to overtake developed market equities

Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why EM ...

15 Syys 202315min

How companies, private equity firms, and institutional investors are navigating the global economy

How companies, private equity firms, and institutional investors are navigating the global economy

Goldman Sachs’ Co-head of Global Banking & Markets Jim Esposito explains how companies and investing clients are navigating markets and the global economy in the latest episode of Goldman Sachs Exchan...

12 Syys 202325min

A conversation with Renaissance Technologies CEO Peter Brown

A conversation with Renaissance Technologies CEO Peter Brown

In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career and building the hedge fund company. He also recounts how the ...

11 Syys 202340min

The Fed is likely finished hiking rates as the US avoids recession

The Fed is likely finished hiking rates as the US avoids recession

Worries that rising inflation will force the Federal Reserve to raise interest rates later this year appear to be fading amid encouraging signs in the jobs market. Goldman Sachs Research’s Chief U.S. ...

7 Syys 202323min

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