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Why the French and UK elections matter for investors
As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election.
Date of recording
June 20th, 2024
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Goldman Sachs, may not be current, and Goldman Sachs has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. This podcast is not a product of Goldman Sachs Global Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Goldman Sachs and may differ from the views and opinions of other departments or divisions of Goldman Sachs and its affiliates. Goldman Sachs is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Goldman Sachs entity. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
Переглядів: 373

Відео

2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Переглядів 2,6 тис.20 годин тому
Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop. Date of recording June 14, 2024 This podcast should not be copied, distributed, published or...
Are markets overreacting to inflation data?
Переглядів 1,2 тис.День тому
Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset ...
Why utilities stocks are now thrilling investors
Переглядів 814День тому
What’s driving the rally in the utilities sector - and could more gains be ahead? Ryan Hammond of Goldman Sachs Research separates the signal from the noise. Recorded on June 7, 2024.
Power surge: AI, renewable energy, and the future of electricity
Переглядів 2,6 тис.14 днів тому
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand. Date of recording: June 3, 2024 This podcast should not...
Hedges, privates and tax alpha: How investors are navigating record-high markets
Переглядів 1,5 тис.14 днів тому
What could be ahead for markets, and where are the biggest opportunities now? David Kostin, Padi Raphael, and Adam Siegler discuss on the sidelines of Goldman Sachs’ RIA Professional Investor Forum. 0:00 - Intro 1:08 - Outlook for Markets 3:08 - Sentiment and Hedging 4:33 - Putting Cash to Work 6:10 - Private Credit and Private Equity 7:50 - What RIAs Need 9:07 - Tax Alpha 9:53 - Conclusion Fil...
Is India still attractive for investors?
Переглядів 1,6 тис.14 днів тому
Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey...
Central bank divergence: Why it's happening and why it matters
Переглядів 8 тис.14 днів тому
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatzius, Peter Praet, former chief economist of the European Central Bank, and Maurice Obstfeld, former chief economist of the IMF, discuss the implications of...
Consumer stocks: Finding the winners
Переглядів 93121 день тому
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer. Recorded: May 30, 2024 This podcast should not be copi...
The outlook for corporate bonds
Переглядів 1,1 тис.21 день тому
Are corporate bond investors getting too complacent? Gurpreet Garewal of Goldman Sachs Asset Management separates the signal from the noise
Can private equity bounce back?
Переглядів 3,5 тис.28 днів тому
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’ Mike Nickols and Gina Lytle who share their perspectives on the types of deals that are happening today. For more, read Private Equity Inflection Point, ...
Why copper is hitting record highs
Переглядів 1,6 тис.Місяць тому
Copper- the metal that's critical for everything from wind turbines to electric grids-surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy. Recorded: May 22, 2024 This podcast should not be copied, distributed, published or r...
Eli Lilly CEO Dave Ricks on revolutionizing healthcare and medicine
Переглядів 2,7 тис.Місяць тому
The increasing popularity of GLP-1 weight-loss drugs has driven drugmaker Eli Lilly to become the largest pharmaceutical company in the world by market capitalization. Eli Lilly Chair and CEO Dave Ricks joined Goldman Sachs' John Waldron for a Goldman Sachs Talks session to discuss Lilly's journey with medicine for chronic weight management, his view on how medicine is changing and the new prob...
Is China’s rebound for real?
Переглядів 3 тис.Місяць тому
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Date of recording May 16, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information conta...
A market friendly data print- for now
Переглядів 953Місяць тому
While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets. RECORDED: May 15, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The ...
How AI, the energy transition, and the future of work are shaping impact investing
Переглядів 1,4 тис.Місяць тому
How AI, the energy transition, and the future of work are shaping impact investing
Jay Shetty on mindfulness in the workplace
Переглядів 867Місяць тому
Jay Shetty on mindfulness in the workplace
Why big tech's earnings reveal a "bifurcated market"
Переглядів 971Місяць тому
Why big tech's earnings reveal a "bifurcated market"
Why have US home prices stayed so high?
Переглядів 1,2 тис.Місяць тому
Why have US home prices stayed so high?
Harvard’s former president Drew Faust on making “necessary trouble”
Переглядів 1,2 тис.Місяць тому
Harvard’s former president Drew Faust on making “necessary trouble”
Is the UK economy finally turning the corner?
Переглядів 1,2 тис.Місяць тому
Is the UK economy finally turning the corner?
Currencies, rates, and a volatile yen
Переглядів 1,2 тис.Місяць тому
Currencies, rates, and a volatile yen
Why gold’s “strange” rally could continue
Переглядів 1,3 тис.Місяць тому
Why gold’s “strange” rally could continue
Why Treasury auctions - and rising deficits - are becoming a focal point for markets and investors
Переглядів 7 тис.Місяць тому
Why Treasury auctions - and rising deficits - are becoming a focal point for markets and investors
Why investors should “expect the chop to continue”
Переглядів 1,6 тис.Місяць тому
Why investors should “expect the chop to continue”
Does the market need rate cuts?
Переглядів 1,4 тис.2 місяці тому
Does the market need rate cuts?
Weighing the GLP-1 Market
Переглядів 8972 місяці тому
Weighing the GLP-1 Market
Jared Cohen on US leaders finding purpose post-presidency
Переглядів 1,4 тис.2 місяці тому
Jared Cohen on US leaders finding purpose post-presidency
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Переглядів 2,8 тис.2 місяці тому
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Turning tail risks into tailwinds
Переглядів 9592 місяці тому
Turning tail risks into tailwinds