An inside look at family offices’ investing strategies
Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, break down the findings of the firm’s latest Family Office survey, Eyes on the Horizon. Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Juni 202326min
The Markets: Why the AI-driven tech rally has legs
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Juni 20239min
How countries and companies are reshaping their supply chains
How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the Fundamental Equity business in Asset Management, and Richard Hill, chairman of the board at Marvell Technology, discuss the macro pressures and geopolitics that are affecting global supply chains, as well as the impact on the investment landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Juni 202338min
The Markets: What’s next for U.S. Treasuries
Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Juni 202310min
Daunting debt limit dynamics
In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in 2011, dig into the history and mechanics of the U.S. debt limit and explore whether the repeated brinkmanship around raising the debt limit could undermine the value of U.S. assets. Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Maj 202321min
The Markets: Are markets pricing in the potential of a default?
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Maj 20237min
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research. Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Maj 202330min
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Maj 20239min
