What the banking turmoil means for investors’ portfolios
Exchanges22 Mars 2023

What the banking turmoil means for investors’ portfolios

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and restore confidence. So, has the fallout been contained? And what does this all mean for investors’ portfolios? In the latest episode of Exchanges at Goldman Sachs, Richard Ramsden, who leads the research coverage of the banking sector, Chris Hallam, who covers the banking sector in EMEA, and Brett Nelson, head of tactical asset allocation for the Asset & Wealth Management Investment Strategy Group of Goldman Sachs, provide an update on the banking sector and discuss what this means for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Implications of an “Americas First” Foreign Policy

Implications of an “Americas First” Foreign Policy

What could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? Hal Brands, professor of global affairs at the Johns Hopki...

3 Feb 26min

Will US Stocks Outperform in 2026?

Will US Stocks Outperform in 2026?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our ou...

27 Jan 21min

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the d...

23 Jan 21min

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share t...

20 Jan 25min

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, an...

15 Jan 23min

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the comin...

13 Jan 24min

Oil Market Impacts from Venezuela

Oil Market Impacts from Venezuela

Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on Januar...

6 Jan 11min

Looking for Trends: One River Asset Management’s Eric Peters

Looking for Trends: One River Asset Management’s Eric Peters

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...

22 Dec 202532min

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