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(613)

The Evolution of the 'Long Good Buy'

The Evolution of the 'Long Good Buy'

Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist a...

27 Sep 201620min

Narrowing the Jobs Gap

Narrowing the Jobs Gap

Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets...

12 Sep 201628min

The Changing Media Landscape: Disrupting Distribution

The Changing Media Landscape: Disrupting Distribution

Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division dis...

26 Aug 201629min

Emission Control: The Expanding Low Carbon Economy

Emission Control: The Expanding Low Carbon Economy

Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term indus...

12 Aug 201619min

Brick and Mortal: Retail's Hard Lessons from E-Commerce

Brick and Mortal: Retail's Hard Lessons from E-Commerce

Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts a...

28 Jul 201617min

Healthcare's Balance Between Science and Commerce

Healthcare's Balance Between Science and Commerce

Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress in the fight against cancer, diabetes and Alzheimer...

13 Jul 201619min

Brexit: After the Vote

Brexit: After the Vote

The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discu...

28 Jun 201628min

The Big Deal about Big Data

The Big Deal about Big Data

Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can help investors make smarter, better informed decisio...

16 Jun 201626min

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