Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
Exchanges2 Okt 2020

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(603)

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

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America Powers On: Why US equities are still poised to outperform in 2024

America Powers On: Why US equities are still poised to outperform in 2024

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recomme...

18 Jan 202422min

US presidential elections outlook: Implications for policy and markets

US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sac...

9 Jan 202427min

KKR’s Henry Kravis on private equity, culture, and global markets

KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through...

5 Jan 202454min

Uncharted territory: Navigating a ‘geopolitical recession’

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

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

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

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

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