The Evolution of the Equities Market
Exchanges25 Sep 2017

The Evolution of the Equities Market

Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped develop a growing class of institutional investor - systematic traders - and what a rising interest rate environment could mean for the equity markets. This podcast was recorded on August 30, 2017. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of Goldman Sachs Global Investment Research. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Goldman Sachs to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2017 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The State of Small Businesses in the U.K.

The State of Small Businesses in the U.K.

Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Okt 202019min

Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical

Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical

Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus.  Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Okt 20208min

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in defined contribution plans, and what to consider going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Okt 202018min

Beyond 2020: Post-Election Policies

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this episode, host Allison Nathan discusses the candidates’ economic policy priorities with Kevin Hassett, former Chairman of the Council of Economic Advisers under President Trump, and Jared Bernstein, economic adviser to former Vice President Biden. For perspectives on US foreign policy, she speaks with Eurasia Group’s Ian Bremmer, who sees significant alignment between the candidates on many key foreign policy issues—including trade.  Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Okt 202029min

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations.  Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Okt 202019min

Innovation in the Industrials Sector

Innovation in the Industrials Sector

Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March.  Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Sep 202012min

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrust enforcement to consumer privacy protection to national security concerns. In this episode, Faryar Shirzad, global head of Goldman Sachs’ Office of Government Affairs, gives an overview of the moving parts of tech policy today – including the latest analysis of the U.S.’s stance toward TikTok – and explains why these issues don’t fall clearly down political party lines. This is the final episode of a four-part miniseries: Exchanges Deep Dive: The Battle for Our Screens, which brings together experts from across Goldman Sachs to analyze how the pandemic has shifted our lives digitally and forever changed how we rely on technology.  Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Sep 202018min

Markets Update: How Emerging-Market Economies are Navigating a Recovery

Markets Update: How Emerging-Market Economies are Navigating a Recovery

Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Sep 20205min

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