Markets Update: Investor Sentiment Improves as Lockdowns Lift
Exchanges22 Mai 2020

Markets Update: Investor Sentiment Improves as Lockdowns Lift

Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(605)

Digital Transformation and the Future of Software

Digital Transformation and the Future of Software

Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead.  Learn more abou...

23 Feb 202116min

Markets Update: Inflation and Equities

Markets Update: Inflation and Equities

Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection p...

19 Feb 202114min

Big, Bold, Strategic Moves: The 2021 M&A Outlook

Big, Bold, Strategic Moves: The 2021 M&A Outlook

Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers behind historic levels of M&A activity, their posit...

16 Feb 202113min

The Outlook for Airlines in 2021

The Outlook for Airlines in 2021

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.  Learn more about y...

12 Feb 202112min

2021 Investment Outlook: “US Resilient”

2021 Investment Outlook: “US Resilient”

Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and why she is telling clients to stay invested. “Our r...

9 Feb 202121min

Markets Update: The Rise of Retail Investing

Markets Update: The Rise of Retail Investing

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual investors’ portfolio strategies.  Learn more about yo...

5 Feb 202112min

Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants

Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants

In this special episode, four leaders across Goldman Sachs—Raj Mahajan of the Global Markets Division, John Marshall of Goldman Sachs Research, Lizzie Reed of the Investment Banking Division, and Greg...

4 Feb 202123min

The IPO SPAC-Tacle

The IPO SPAC-Tacle

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these tr...

2 Feb 202128min

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