Synopsis
In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
Episodes
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Accelerating Transition: Market Tools for ESG
28/12/2021 Duration: 27minIn part 5 of our special miniseries, host Kara Mangone talks to Sarah Lawlor, Chief Operating Officer of the Sustainable Solutions Council in the Global Markets Division about the tools available to ESG investors and how they can find and access opportunities in a Net Zero future.
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Investing in Climate Change 2.0
21/12/2021 Duration: 30minDespite mixed progress on global climate action at COP26, a key takeaway emerged: the private sector is stepping up to tackle climate change. In this episode, experts from former Bank of England Governor Mark Carney to Engine No. 1’s founder Chris James debate the role—and effectiveness—of the private sector in driving change.
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Redefining the Retirement Landscape
14/12/2021 Duration: 17minRetirement expectations in the wake of COVID-19 are evolving and may be at odds with reality, according to the inaugural Retirement Survey & Insights Report from Goldman Sachs Asset Management.
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Accelerating Transition: Public-Private Partnerships
10/12/2021 Duration: 43minIn part 4 of our special miniseries, host Kara Mangone talks to John Greenwood of our Investment Banking Division and Ahmed Saeed of the Asian Development Bank on the role public-private partnerships will play in the drive to Net Zero.
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What India’s Digital Transformation Means for Markets, Investors and Economic Growth
07/12/2021 Duration: 22minIndia’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that are powering economic growth and markets, fueling IPOs and creating emerging investment opportunities.
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Accelerating Transition: Nature Based Solutions
02/12/2021 Duration: 18minIn part 3 of our special miniseries, host Kara Mangone explores nature based solutions in sustainable finance with Peter Kelly and Lisa Williams of GS' Asset Management Division.
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What’s Ahead for Global Economies and Markets in 2022?
30/11/2021 Duration: 33minGlobal economies and markets are facing a more complicated landscape amid rising rates, slowing growth and shifting monetary and fiscal policies. Goldman Sachs’ Jan Hatzius and Dominic Wilson examine what’s in store for 2022. Dates Recorded: November 23rd and 29th, 2021.
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Accelerating Transition: Carbonomics
24/11/2021 Duration: 21minPart 2 of our special miniseries: Host Kara Mangone and Michele Della Vigna, head of Natural Resources Research in EMEA discuss the role capital markets, public policy, and technology will play in moving toward a sustainable future.
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Inflation: Here Today, Gone Tomorrow?
23/11/2021 Duration: 25minAs U.S. inflation hits 30+ year highs, experts debate whether the “temporary” pandemic-related inflationary pressures could prove persistent. In the latest Exchanges at Goldman Sachs episode, Goldman Sachs’ Allison Nathan speaks with Mohamed El-Erian, President of Queens’ College, Cambridge University, and Chief Economic Advisor at Allianz, and Jan Hatzius, Goldman Sachs’ Chief Economist and head of Goldman Sachs Research, for their views on where inflation goes from here—and what that means for the economy, monetary policy, interest rates and assets.
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Accelerating Transition
16/11/2021 Duration: 21minIn the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable Finance Group discuss what it will take from both the private and public sectors to achieve the climate goals necessary for a sustainable future.
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An Evolution in the Cybersecurity Landscape
10/11/2021 Duration: 23minHow has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Security Officer, Wesley Williams, head of the firm's Security Incident Response team, and Andy Boura, the Chief Information Security Officer for the Consumer Banking Business explain how cybersecurity is adapting to new threats.
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Why Investors Are Shopping for Consumer Retail
02/11/2021 Duration: 15minAmid a record-setting IPO market, one group of companies going public stands out—the makers of things we use in our everyday lives. On this episode, host Allison Nathan speaks with Jennifer Davis and Vishaal Rana from the Investment Banking Division’s Consumer Retail Group about why investors are enthusiastic about consumer goods and services.
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Europe at a Crossroads
26/10/2021 Duration: 24minWill the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration. Host Allison Nathan, creator and author of the Top of Mind report on which the episode is based, speaks with Goldman Sachs Research’s Jari Stehn, former ECB Chief Economist Otmar Issing, former PM of Italy and President of the EC Romano Prodi and Oxford’s Timothy Garton Ash.
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The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
12/10/2021 Duration: 36minGoldman Sachs’ Joe Wall of the Office of Government Affairs explains why small business owners’ sentiment has turned sharply negative as the pandemic continues and host Allison Nathan speaks with three business owners about their current experiences.
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The Impact of Rising Natural Gas Prices
05/10/2021 Duration: 20minAs natural gas prices hit record highs in Europe and Asia, what does that mean for the broader commodity complex? Goldman Sachs Research’s Damien Courvalin explains the impact of rising prices on energy costs, inflation and economic growth.
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Why Hedge Funds Are Turning to the Private Markets
28/09/2021 Duration: 19minHedge funds are turning to the private markets, bringing increasing competition to the space. Goldman Sachs’ Kristin Kramer and Freddie Parker explain the shift in public and private market dynamics and the implications for investors.
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Is China Investable?
21/09/2021 Duration: 35minAs the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior strategist and creator of the firm’s Top of Mind report, Allison Nathan, speaks with China watchers to better understand the motivations behind the government’s actions and whether they mark a meaningful shift in the relationship between the government and the private sector in China.
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What’s Behind the Record-Breaking IPO Market?
14/09/2021 Duration: 17minGlobal equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more companies are choosing to go public today.
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Outlook for Global Growth: Less Synchronized, More Complicated
07/09/2021 Duration: 21minGoldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs.
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How Are Investors Navigating China’s Regulatory Uncertainty?
17/08/2021 Duration: 26minGoldman Sachs’ Stephanie Hui, Basak Yavuz and Prakriti Sofat of the Asset Management Division describe the impact of China's heightened regulatory scrutiny on the capital markets and the implications for investors.