Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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Unlocking the AI M&A Supercycle

Unlocking the AI M&A Supercycle

The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen A...

24 Okt 202323min

Commercial real estate risks

Commercial real estate risks

US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van N...

17 Okt 202324min

Implications of a higher-for-longer rate regime

Implications of a higher-for-longer rate regime

Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs Research’s Praveen Korapaty, chief interest rates strategist, and Glo...

11 Okt 202325min

General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage

General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage

General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of G...

6 Okt 202342min

Why most Americans aren’t saving enough for retirement

Why most Americans aren’t saving enough for retirement

An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing ...

3 Okt 202323min

The IPO market’s soft opening

The IPO market’s soft opening

Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global B...

26 Sep 202315min

Tech companies are investing in growth

Tech companies are investing in growth

After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies are starting to invest for growth, say Goldman Sachs Research’s Eric Sheridan and K...

19 Sep 202322min

Emerging market equities poised to overtake developed market equities

Emerging market equities poised to overtake developed market equities

Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why EM ...

15 Sep 202315min

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