Uncharted territory: Navigating a ‘geopolitical recession’
Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this ...
3 Jan 202434min
Asset allocation outlook: The case for greater portfolio diversification in 2024
As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research...
20 Des 202332min
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and ...
18 Des 202328min
Middle East risks
In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US Assistant Secretary of State for Near Eastern Affairs, and Emile Hokayem, Direc...
15 Des 202326min
M&A in 2024: Navigating opportunities and challenges
After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, the co-heads of Global Mergers & Acquisitions in Global Bank...
12 Des 202320min
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 Des 202351min
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 Nov 202327min
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 Nov 202335min
