Asia Adapts to a New Investing Climate
Exchanges22 Feb 2017

Asia Adapts to a New Investing Climate

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passive strategies in an age of technological disruption. This podcast was recorded on February 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by any Goldman Sachs entity or individual to that listener, nor to constitute such person a client of any Goldman Sachs entity. No part of this podcast may, without GSAM's prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means. Copyright 2017 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(599)

Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

20 Aug 202428min

How a popular trade collapsed — and why it matters

How a popular trade collapsed — and why it matters

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...

13 Aug 202425min

Why recession fears are likely overblown

Why recession fears are likely overblown

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.  Learn more about your ad ch...

6 Aug 202416min

TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...

2 Aug 202443min

Can the US consumer stay strong?

Can the US consumer stay strong?

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...

30 Jul 202421min

Private credit investing with Ares Management’s Mike Arougheti

Private credit investing with Ares Management’s Mike Arougheti

Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to building its prowess in privat...

23 Jul 202444min

A skeptical look at AI investment

A skeptical look at AI investment

Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s D...

16 Jul 202428min

Oil’s extended reign? Adapting to a new era in oil markets

Oil’s extended reign? Adapting to a new era in oil markets

Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers sh...

9 Jul 202422min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengesnakk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
lydartikler-fra-aftenposten
rss-markedspuls-2
rss-investering-gjort-enkelt
shifter
rss-impressions-2
rss-fa-makro