Why ESG is Becoming a 'Business Imperative' for Asset Managers
Integrating ESG - environmental and social governance - into asset managers' portfolios is becoming a "business imperative," says Richard Manley, head of Environmental Social Governance Research in Go...
25 Mar 201942min
With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?
From our office in London, this episode is all about Europe's investing environment, including how investors are preparing for possible Brexit scenarios, drivers of the region's economic slowdown and ...
18 Mar 201920min
What Can Credit Markets Tell Us About the Chances of a US Recession?
A Goldman Sachs Research study of the last 100 years suggests US recessions can be boiled down to five major causes - and several (like industrial and oil supply shocks) look structurally less threate...
11 Mar 201926min
France in Focus: CEOs Playing Offense and Defense
In France, Goldman Sachs Investment Banking clients are focused on key three risk factors, according to Goldman Sachs' Pierre Hudry: geopolitical outlook, market stability and rising shareholder activ...
25 Feb 201921min
Tech in Europe: Innovating Amidst Constraints
This episode is all about Europe's technology sector, from the pace of tech disruption and the growth of AI, to how companies are innovating in the face of political and regulatory constraints and mor...
19 Feb 201931min
China's 'Bumpy Deceleration'
The bumpy deceleration underway in China will be met with additional economic policy easing, albeit with some notable differences to previous stimulus, says Goldman Sachs Research's Andrew Tilton. He ...
11 Feb 201920min
The Scene from China: VC and Tech Reach New Scale
Last year, venture capital investment in China surpassed North American totals for the first time in history, bringing Chinese business models to a stage and scale that "the entire world needs to pay ...
4 Feb 201920min
Commodities Outlook: Return of the New Oil Order
Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring the...
22 Jan 201929min
