The Outlook for Financial Services
Exchanges13 Des 2022

The Outlook for Financial Services

Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges at Goldman Sachs, also sharing the themes and sentiment they took away from the recent GS US Financial Services Conference. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(595)

Markets Update: Balanced Bear Repair

Markets Update: Balanced Bear Repair

Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Jul 202015min

How Automated Robots are Supporting the Surge in E-commerce

How Automated Robots are Supporting the Surge in E-commerce

In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Jul 202021min

Markets Update: Europe’s Fiscal Stimulus

Markets Update: Europe’s Fiscal Stimulus

Jose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.  Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Jul 202016min

Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report

Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report

Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.  Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Jul 202013min

Investing in Racial Economic Equality

Investing in Racial Economic Equality

America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this inequality is not just Top of Mind, but one of the most pressing questions of our time. In this episode, Allison Nathan interviews Kerwin K. Charles, dean and professor at the Yale School of Management, for perspective on the magnitude of these gaps, their evolution over time, and what these trends suggest for effective policy solutions moving forward. And we dig into racial gaps in healthcare with Dr. John Z. Ayanian, director of the Institute for Healthcare Policy and Innovation at the University of Michigan; and access to capital and professional advancement with Margaret Anadu, the firm’s head of the Urban Investment Group. All are core areas that must be addressed if we’re serious about reducing economic inequities. Our key takeaway: overcoming these inequities will require a holistic approach from all areas of society, and coming together to achieve this goal is not only a moral imperative, but also essential for the health and vibrancy of our economy and our nation more generally. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Jul 202032min

Markets Update: A “Gritty” Second Quarter

Markets Update: A “Gritty” Second Quarter

Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resilience, and the ongoing commitment to client centricity.  Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Jul 202017min

Sustainable ESG Investing: Turning Promises into Performance

Sustainable ESG Investing: Turning Promises into Performance

Steve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance.  Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Jul 202011min

Markets Update: "Investor Sobriety" Carries into Q3

Markets Update: "Investor Sobriety" Carries into Q3

Tony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Jul 20208min

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