What is Alternative Risk Premia and Why are Investors Excited About It?
While systematic investing has origins in academia dating back to the 1950s, only in the past several years has it evolved into practical applications for portfolio construction. In this episode, Heat...
10 Jun 201937min
Trade Wars 3.0
The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the worse and President Trump has opened up trade battles on new fronts. Allison Nathan...
7 Jun 201919min
Is Womenomics Working?
When Kathy Matsui first published research on "Womenomics," exploring the economic outcomes of women in the workforce, Japan had one of the lowest female participation rates in the developed world. No...
30 Mai 201929min
What's the Business Case for Investing in America's Low-Income Communities?
The 2017 tax overhaul created incentives for investing in certain low-income communities across America, or "opportunity zones" as they're called. In this episode, Margaret Anadu, head of Goldman Sach...
22 Mai 201922min
EU Elections: What’s at Stake?
Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing centris...
10 Mai 201916min
Why Do Smaller Companies Receive Higher Valuations for New Initiatives?
In this episode, Steve Strongin of Goldman Sachs Research discusses a new report from Goldman Sachs' Global Markets Institute, titled "What the Market Pays For." One of the main findings is that equit...
9 Mai 201920min
What's Keeping Insurers Up at Night?
The findings of Goldman Sachs Asset Management's (GSAM) annual insurance survey are in, and insurance companies generally believe that US markets are in late stages of the economic cycle. Of the compa...
6 Mai 201914min
Why Are Savings Rates Back in Focus in the UK?
In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDa...
30 Apr 201921min
