How the Housing Sector Has Been Impacted by the Economic Slowdown
Exchanges21 Apr 2020

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven by more favorable supply/demand dynamics, consumers’ relatively strong financial position, and healthy corporate balance sheets. “When I look at the balance sheets and liquidity positions of my clients, both in home building and building products, it’s quite strong,” Hagerty says. “Most of them have access to the capital markets, given some of the Fed action that we’ve seen, and generally they’re all positioned to weather what could potentially be a very extended downturn. So the outlook today is much different than 2008.” Learn more about your ad choices. Visit megaphone.fm/adchoices

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Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets...

18 Aug 202029min

Markets Update: U.S. Election in Focus

Markets Update: U.S. Election in Focus

Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.  Learn more about...

14 Aug 20209min

Why Diversity Drives Better Investment Performance

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.  Learn more about your ad choices. Vis...

11 Aug 202022min

Markets Update: SPACs

Markets Update: SPACs

Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.  Learn more about your ad choices. Vis...

7 Aug 202010min

How Companies Are Meeting Their Financing Needs

How Companies Are Meeting Their Financing Needs

Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentim...

4 Aug 202022min

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/ad...

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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...

28 Juli 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 Juli 202016min

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