Why the U.K.’s high inflation has global implications
More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Ste...
1 Aug 202325min
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around ...
25 Jul 202340min
What’s next for China’s economy?
China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman...
21 Jul 202322min
Generative AI: hype, or truly transformative?
Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s ...
18 Jul 202323min
Why 'everything aligns' for Japanese stocks
Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy. Learn more about your ad cho...
11 Jul 202316min
Why global equities are poised for “fat and flat” returns
Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head o...
3 Jul 202324min
What’s ahead for the U.S. economy?
The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the latest episode of Goldman Sachs Exchanges, David Me...
28 Jun 202321min
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episod...
20 Jun 202323min
