Higher Rates Unlikely to Derail the US Housing Market Strength
Exchanges12 Maalis 2021

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What's Next For Emerging Markets?

What's Next For Emerging Markets?

Emerging market economies are showing early signs of stabilization, according to Kevin Daly of Goldman Sachs Research, and a number of the factors that contributed to the weakness of EM economies last...

11 Huhti 201918min

How is Tech Reshaping the City Skyline?

How is Tech Reshaping the City Skyline?

Technology is changing the physical layout of cities, says Jim Garman, who runs real estate investing for Goldman Sachs' Merchant Banking Division in Europe. For instance, while e-commerce is driving ...

1 Huhti 201925min

Why ESG is Becoming a 'Business Imperative' for Asset Managers

Why ESG is Becoming a 'Business Imperative' for Asset Managers

Integrating ESG - environmental and social governance - into asset managers' portfolios is becoming a "business imperative," says Richard Manley, head of Environmental Social Governance Research in Go...

25 Maalis 201942min

With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?

With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?

From our office in London, this episode is all about Europe's investing environment, including how investors are preparing for possible Brexit scenarios, drivers of the region's economic slowdown and ...

18 Maalis 201920min

What Can Credit Markets Tell Us About the Chances of a US Recession?

What Can Credit Markets Tell Us About the Chances of a US Recession?

A Goldman Sachs Research study of the last 100 years suggests US recessions can be boiled down to five major causes - and several (like industrial and oil supply shocks) look structurally less threate...

11 Maalis 201926min

France in Focus: CEOs Playing Offense and Defense

France in Focus: CEOs Playing Offense and Defense

In France, Goldman Sachs Investment Banking clients are focused on key three risk factors, according to Goldman Sachs' Pierre Hudry: geopolitical outlook, market stability and rising shareholder activ...

25 Helmi 201921min

Tech in Europe: Innovating Amidst Constraints

Tech in Europe: Innovating Amidst Constraints

This episode is all about Europe's technology sector, from the pace of tech disruption and the growth of AI, to how companies are innovating in the face of political and regulatory constraints and mor...

19 Helmi 201931min

China's 'Bumpy Deceleration'

China's 'Bumpy Deceleration'

The bumpy deceleration underway in China will be met with additional economic policy easing, albeit with some notable differences to previous stimulus, says Goldman Sachs Research's Andrew Tilton. He ...

11 Helmi 201920min

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