Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

Episoder(601)

Can private equity bounce back?

Can private equity bounce back?

On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan...

28 Mai 202426min

Is China’s rebound for real?

Is China’s rebound for real?

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the...

21 Mai 202427min

How AI, the energy transition, and the future of work are shaping impact investing

How AI, the energy transition, and the future of work are shaping impact investing

Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term t...

14 Mai 202421min

Is the UK economy finally turning the corner?

Is the UK economy finally turning the corner?

Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that smal...

7 Mai 202422min

Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And i...

30 Apr 202423min

Weighing the GLP-1 Market

Weighing the GLP-1 Market

The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity ca...

23 Apr 202424min

Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong. And if you...

16 Apr 202422min

Global insurers turn to private credit — and AI

Global insurers turn to private credit — and AI

Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Gold...

9 Apr 202419min

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