Why Diversity Drives Better Investment Performance
Exchanges11 Aug 2020

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(601)

More gains ahead for US stocks?

More gains ahead for US stocks?

The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...

15 Okt 202419min

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great I...

10 Okt 202449min

Why oil and gold prices could keep rising

Why oil and gold prices could keep rising

Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of c...

8 Okt 202417min

The missing link to retirement security

The missing link to retirement security

Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement picture for both savers and retirees. Mike and his team are...

1 Okt 202427min

Falling rates: A salve for real estate?

Falling rates: A salve for real estate?

The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commerc...

24 Sep 202427min

How Sequoia Capital’s Roelof Botha is forging the future

How Sequoia Capital’s Roelof Botha is forging the future

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring b...

20 Sep 202459min

Why China’s economy is struggling

Why China’s economy is struggling

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, ...

17 Sep 202419min

Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

10 Sep 202439min

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