How the Housing Sector Has Been Impacted by the Economic Slowdown
Exchanges21 Apr 2020

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven by more favorable supply/demand dynamics, consumers’ relatively strong financial position, and healthy corporate balance sheets. “When I look at the balance sheets and liquidity positions of my clients, both in home building and building products, it’s quite strong,” Hagerty says. “Most of them have access to the capital markets, given some of the Fed action that we’ve seen, and generally they’re all positioned to weather what could potentially be a very extended downturn. So the outlook today is much different than 2008.” Learn more about your ad choices. Visit megaphone.fm/adchoices

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Copper is the New Oil

Copper is the New Oil

A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon.  Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Mai 202118min

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, and Daniel Kovenat, whose business idea was developed through the program, share their views on how to foster innovation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Mai 202121min

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the firm in 2012.   Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Mai 202120min

Why Global Insurers Are Leaning Into Risk

Why Global Insurers Are Leaning Into Risk

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Apr 202110min

Markets Update: Emerging Markets’ Next Phase

Markets Update: Emerging Markets’ Next Phase

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 20216min

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Apr 202125min

What’s Ahead for the U.S. Dollar?

What’s Ahead for the U.S. Dollar?

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Apr 20217min

Whenever, Wherever: Seamless Commerce is the Future of Retail

Whenever, Wherever: Seamless Commerce is the Future of Retail

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Apr 202119min

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