Macro Themes for Fixed Income Investors in 2015
Exchanges19 Dec 2014

Macro Themes for Fixed Income Investors in 2015

Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in 2015. This podcast was recorded on December 15, 2014 The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. 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 therefor (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by any Goldman Sachs entity or individual to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2014 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Feb 202428min

The Future of Four Wheels: Episode 3, The New New-Car Business

The Future of Four Wheels: Episode 3, The New New-Car Business

In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration. Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Jan 202434min

The Future of Four Wheels: Episode 2, Building the Car of the Future

The Future of Four Wheels: Episode 2, Building the Car of the Future

In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital importance of new metals like cobalt, lithium, and manganese. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Jan 202429min

The Future of Four Wheels: Episode 1, The Twin Revolution

The Future of Four Wheels: Episode 1, The Twin Revolution

In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete rethinking of how cars are designed, engineered, and built. Those changes, in turn, require massive shifts in supply chains, labor pipelines, and corporate organization. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Jan 202426min

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than the market expects.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Jan 202419min

America Powers On: Why US equities are still poised to outperform in 2024

America Powers On: Why US equities are still poised to outperform in 2024

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recommendations for clients in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Jan 202422min

US presidential elections outlook: Implications for policy and markets

US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sachs Research, explain the issues at stake and implications for policies and markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Jan 202427min

KKR’s Henry Kravis on private equity, culture, and global markets

KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through that transition, the lessons he’s learned from leading the firm, and his views on the economy and markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Jan 202454min

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