Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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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

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

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