How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Exchanges26 Apr 2022

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors

As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Kinger Lau, chief equity strategist in Macro Research, and Hui Shan, Goldman Sachs’ chief China economist, discuss the outlook for China’s economy and the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

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The State of U.S. Corporate Pensions

The State of U.S. Corporate Pensions

Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions p...

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The Case for Investing in Black Women

The Case for Investing in Black Women

In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthcare...

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Higher Rates Unlikely to Derail the US Housing Market Strength

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to...

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How Hedge Funds are Navigating a Volatile Market

How Hedge Funds are Navigating a Volatile Market

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Markets Update: Cryptocurrency Trading

Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors.  Learn more about your ad choices. Vi...

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The Short and Long of Recent Volatility

The Short and Long of Recent Volatility

The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caus...

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How Healthcare CIOs Are Investing Capital Through a Public Health Crisis

How Healthcare CIOs Are Investing Capital Through a Public Health Crisis

Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit h...

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