Sinopsis
In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
Episodios
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Markets Update: U.S. Election in Focus
14/08/2020 Duración: 09minTony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.
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Why Diversity Drives Better Investment Performance
11/08/2020 Duración: 22minKatie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.
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Markets Update: SPACs
07/08/2020 Duración: 10minOlympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.
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How Companies Are Meeting Their Financing Needs
04/08/2020 Duración: 22minSusie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020. Additionally, Scher shares her thoughts on how to recruit and develop diverse talent, as well as advice for how junior employees can continue to grow and develop their networks while working remotely.
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Markets Update: Balanced Bear Repair
31/07/2020 Duración: 15minChristian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets.
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How Automated Robots are Supporting the Surge in E-commerce
28/07/2020 Duración: 21minIn this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery.
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Markets Update: Europe’s Fiscal Stimulus
24/07/2020 Duración: 16minJose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.
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Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report
21/07/2020 Duración: 13minMike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.
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Investing in Racial Economic Equality
20/07/2020 Duración: 32minAmerica appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this inequality is not just Top of Mind, but one of the most pressing questions of our time. In this episode, Allison Nathan interviews Kerwin K. Charles, dean and professor at the Yale School of Management, for perspective on the magnitude of these gaps, their evolution over time, and what these trends suggest for effective policy solutions moving forward. And we dig into racial gaps in healthcare with Dr. John Z. Ayanian, director of the Institute for Healthcare Policy and Innovation at the University of Michigan; and access to capital and professional advancement with Margaret Anadu, the firm’s head of the Urban Investment Group. All are core areas that must be addressed if we’re serious about reducing economic inequities. Our key takeaway: overcoming these inequities will require a holistic approach from all are
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Markets Update: A “Gritty” Second Quarter
17/07/2020 Duración: 17minJim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resilience, and the ongoing commitment to client centricity.
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Sustainable ESG Investing: Turning Promises into Performance
14/07/2020 Duración: 11minSteve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance.
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Markets Update: "Investor Sobriety" Carries into Q3
10/07/2020 Duración: 08minTony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020.
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U.S. Dollar Weakness
07/07/2020 Duración: 13minZach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.
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Markets Update: Banks’ Stress Tests
02/07/2020 Duración: 12minRichard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry.
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What’s Driving Growth in Alternative Asset Classes?
30/06/2020 Duración: 20minKristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset classes.
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Markets Update: Will the Recovery Be Derailed?
26/06/2020 Duración: 11minAmelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election.
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How COVID-19 is Impacting Companies’ M&A Strategies
23/06/2020 Duración: 22minTim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because all those deals that aren’t happening right now, some significant percentage of them are deals that will happen,” Ingrassia says. “And so then it’s a question of when will they happen?”
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Markets Update: The Rise of the Retail Investor
18/06/2020 Duración: 17minIn this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact of the U.S. presidential election in November.
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Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs
16/06/2020 Duración: 21minIn this episode, Hari Moorthy, head of Transaction Banking for Goldman Sachs, talks about innovations in banking technology for corporations and what it’s been like to build the first-ever digital-only transaction bank over the past two years.
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Markets Update: Constructive Conditions for Equity Issuers and Investors
12/06/2020 Duración: 13minLizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.