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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What's the Business Case for Investing in America's Low-Income Communities?

What's the Business Case for Investing in America's Low-Income Communities?

The 2017 tax overhaul created incentives for investing in certain low-income communities across America, or "opportunity zones" as they're called. In this episode, Margaret Anadu, head of Goldman Sach...

22 Maj 201922min

EU Elections: What’s at Stake?

EU Elections: What’s at Stake?

Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing centris...

10 Maj 201916min

Why Do Smaller Companies Receive Higher Valuations for New Initiatives?

Why Do Smaller Companies Receive Higher Valuations for New Initiatives?

In this episode, Steve Strongin of Goldman Sachs Research discusses a new report from Goldman Sachs' Global Markets Institute, titled "What the Market Pays For." One of the main findings is that equit...

9 Maj 201920min

What's Keeping Insurers Up at Night?

What's Keeping Insurers Up at Night?

The findings of Goldman Sachs Asset Management's (GSAM) annual insurance survey are in, and insurance companies generally believe that US markets are in late stages of the economic cycle. Of the compa...

6 Maj 201914min

Why Are Savings Rates Back in Focus in the UK?

Why Are Savings Rates Back in Focus in the UK?

In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDa...

30 Apr 201921min

Buyback Realities

Buyback Realities

The surge in US corporate buybacks to all-time highs in 2018 has generated public debate about the effects of buybacks on workers, companies, and the economy. We speak with William Lazonick, prof. at ...

29 Apr 201918min

What's the Role of Private Capital Markets in Europe?

What's the Role of Private Capital Markets in Europe?

When banks reigned in their lending activities after the global financial crisis, there was a gap in the market as small-to-medium sized businesses had nowhere to go to raise capital that they needed ...

23 Apr 201926min

What's Next For Emerging Markets?

What's Next For Emerging Markets?

Emerging market economies are showing early signs of stabilization, according to Kevin Daly of Goldman Sachs Research, and a number of the factors that contributed to the weakness of EM economies last...

11 Apr 201918min

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