Exchanges

What’s Ahead for Inflation?

25 May 2021

Contributed by Lukas

Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from ...

Copper is the New Oil

18 May 2021

Contributed by Lukas

A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Re...

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

11 May 2021

Contributed by Lukas

How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, an...

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

04 May 2021

Contributed by Lukas

Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communic...

Why Global Insurers Are Leaning Into Risk

27 Apr 2021

Contributed by Lukas

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn...

Markets Update: Emerging Markets’ Next Phase

23 Apr 2021

Contributed by Lukas

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more a...

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

20 Apr 2021

Contributed by Lukas

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolu...

What’s Ahead for the U.S. Dollar?

16 Apr 2021

Contributed by Lukas

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn mor...

Whenever, Wherever: Seamless Commerce is the Future of Retail

13 Apr 2021

Contributed by Lukas

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichan...

What’s Behind the Record Level of Equity Issuance?

09 Apr 2021

Contributed by Lukas

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ a...

Top of Mind: Reflation Risk

08 Apr 2021

Contributed by Lukas

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrenc...

Outlook for Equity Markets

06 Apr 2021

Contributed by Lukas

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses...

A Guide to Bubbles and Why We Are Not in One

30 Mar 2021

Contributed by Lukas

A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Pete...

How Supply-Chain Disruptions Are Impacting Inflation

26 Mar 2021

Contributed by Lukas

As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rate...

Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

23 Mar 2021

Contributed by Lukas

In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of...

The State of U.S. Corporate Pensions

19 Mar 2021

Contributed by Lukas

Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Ass...

The Case for Investing in Black Women

16 Mar 2021

Contributed by Lukas

In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—...

Higher Rates Unlikely to Derail the US Housing Market Strength

12 Mar 2021

Contributed by Lukas

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US eco...

How Hedge Funds are Navigating a Volatile Market

09 Mar 2021

Contributed by Lukas

Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and...

Markets Update: Cryptocurrency Trading

05 Mar 2021

Contributed by Lukas

Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutio...

The Short and Long of Recent Volatility

03 Mar 2021

Contributed by Lukas

The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of th...

How Healthcare CIOs Are Investing Capital Through a Public Health Crisis

02 Mar 2021

Contributed by Lukas

Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual heal...

How Small Businesses Are Faring Entering Year Two of the Pandemic

26 Feb 2021

Contributed by Lukas

To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Sm...

Digital Transformation and the Future of Software

23 Feb 2021

Contributed by Lukas

Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the ...

Markets Update: Inflation and Equities

19 Feb 2021

Contributed by Lukas

Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy su...

Big, Bold, Strategic Moves: The 2021 M&A Outlook

16 Feb 2021

Contributed by Lukas

Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers...

The Outlook for Airlines in 2021

12 Feb 2021

Contributed by Lukas

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand...

2021 Investment Outlook: “US Resilient”

09 Feb 2021

Contributed by Lukas

Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and...

Markets Update: The Rise of Retail Investing

05 Feb 2021

Contributed by Lukas

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual inv...

Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants

04 Feb 2021

Contributed by Lukas

In this special episode, four leaders across Goldman Sachs—Raj Mahajan of the Global Markets Division, John Marshall of Goldman Sachs Research, Lizz...

The IPO SPAC-Tacle

02 Feb 2021

Contributed by Lukas

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top ...

The IPO SPAC-Tacle

02 Feb 2021

Contributed by Lukas

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top ...

Markets Update: January’s Record Inflows and Retail Trading Boom

29 Jan 2021

Contributed by Lukas

Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trad...

France’s Economic Environment for 2021

26 Jan 2021

Contributed by Lukas

Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy...

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals

22 Jan 2021

Contributed by Lukas

One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is t...

Policy Outlook for the Year Ahead

20 Jan 2021

Contributed by Lukas

Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead. Learn more about your ad choi...

Markets Update: Emerging Markets in 2021

15 Jan 2021

Contributed by Lukas

Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global ba...

Companies Continue to Turn to SPACs for Greater Flexibility

12 Jan 2021

Contributed by Lukas

Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies ...

Markets Update: 2021 Global Growth Outlook

08 Jan 2021

Contributed by Lukas

As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-co...

What’s Included in the $900 Billion US Stimulus Package?

21 Dec 2020

Contributed by Lukas

Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2...

Markets Update: Financial Services Outlook

18 Dec 2020

Contributed by Lukas

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and th...

The Outlook for a Commodities Bull Market in 2021

15 Dec 2020

Contributed by Lukas

Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about yo...

Markets Update: Looking Back on 2020’s Roller Coaster Ride

11 Dec 2020

Contributed by Lukas

Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positionin...

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

08 Dec 2020

Contributed by Lukas

Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he ...

Markets Update: What Investors Are Watching Going into Year-End

04 Dec 2020

Contributed by Lukas

Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going...

November Wrap: Record Inflows into Global Equities

01 Dec 2020

Contributed by Lukas

Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment go...

Asia-Pacific Economic Outlook for 2021

24 Nov 2020

Contributed by Lukas

Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why th...

Markets Update: The Bull Run in 2021

20 Nov 2020

Contributed by Lukas

Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We...

Germany’s Economic Recovery

17 Nov 2020

Contributed by Lukas

Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many o...

Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P

13 Nov 2020

Contributed by Lukas

David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ah...

Vaccine Progress and What’s Next

12 Nov 2020

Contributed by Lukas

Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-...

What’s In Store For The Dollar

10 Nov 2020

Contributed by Lukas

After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sha...

Client Call: Macro Outlook 2021

09 Nov 2020

Contributed by Lukas

Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact...

Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election

06 Nov 2020

Contributed by Lukas

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investor...

Markets Update: Investors Anticipate Next Week’s US Election

30 Oct 2020

Contributed by Lukas

Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd elect...

How Entrepreneurs are Leading Their Companies Through an Unexpected Year

27 Oct 2020

Contributed by Lukas

From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gu...

Markets Update: Election Outlook

22 Oct 2020

Contributed by Lukas

Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on N...

An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street

20 Oct 2020

Contributed by Lukas

Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the Lo...

Markets Update: Taking Stock of Year-to-Date Performance

16 Oct 2020

Contributed by Lukas

Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity....

The State of Small Businesses in the U.K.

15 Oct 2020

Contributed by Lukas

Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivo...

Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical

09 Oct 2020

Contributed by Lukas

Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and a...

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

06 Oct 2020

Contributed by Lukas

Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted def...

Beyond 2020: Post-Election Policies

05 Oct 2020

Contributed by Lukas

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth ...

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

02 Oct 2020

Contributed by Lukas

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications fo...

Innovation in the Industrials Sector

29 Sep 2020

Contributed by Lukas

Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal ac...

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

28 Sep 2020

Contributed by Lukas

As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrus...

Markets Update: How Emerging-Market Economies are Navigating a Recovery

25 Sep 2020

Contributed by Lukas

Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, a...

The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age

22 Sep 2020

Contributed by Lukas

As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends...

The Battle for Our Screens, Part 2: The Future of Work

22 Sep 2020

Contributed by Lukas

The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees c...

The Battle for Our Screens, Part 1: The Race to Entertain Us

22 Sep 2020

Contributed by Lukas

Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases f...

Markets Update: September Turbulence

18 Sep 2020

Contributed by Lukas

Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record high...

Pandemic Perspectives: Insights from Our First Virtual Intern Class

15 Sep 2020

Contributed by Lukas

Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management. ...

Markets Update: European Leveraged Capital Markets

11 Sep 2020

Contributed by Lukas

Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautio...

Exploring the Founder Journey with Launch With GS CEOs

09 Sep 2020

Contributed by Lukas

Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while ...

Markets Update: Subdued Mood as S&P 500 Hits Record Highs

21 Aug 2020

Contributed by Lukas

Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market...

The Latest Outlook for U.S. Equities

19 Aug 2020

Contributed by Lukas

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad ...

Covid-19: Where We Go From Here

18 Aug 2020

Contributed by Lukas

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from...

Markets Update: U.S. Election in Focus

14 Aug 2020

Contributed by Lukas

Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upc...

Why Diversity Drives Better Investment Performance

11 Aug 2020

Contributed by Lukas

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a compet...

Markets Update: SPACs

07 Aug 2020

Contributed by Lukas

Olympia 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 pu...

How Companies Are Meeting Their Financing Needs

04 Aug 2020

Contributed by Lukas

Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financin...

Markets Update: Balanced Bear Repair

31 Jul 2020

Contributed by Lukas

Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets. L...

How Automated Robots are Supporting the Surge in E-commerce

28 Jul 2020

Contributed by Lukas

In 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 adopti...

Markets Update: Europe’s Fiscal Stimulus

24 Jul 2020

Contributed by Lukas

Jose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.  Learn more about your...

Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report

21 Jul 2020

Contributed by Lukas

Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.  Learn more about your ad choices...

Investing in Racial Economic Equality

20 Jul 2020

Contributed by Lukas

America 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 Bl...

Markets Update: A “Gritty” Second Quarter

17 Jul 2020

Contributed by Lukas

Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resili...

Sustainable ESG Investing: Turning Promises into Performance

14 Jul 2020

Contributed by Lukas

Steve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ES...

Markets Update: "Investor Sobriety" Carries into Q3

10 Jul 2020

Contributed by Lukas

Tony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional i...

U.S. Dollar Weakness

07 Jul 2020

Contributed by Lukas

Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets Update: Banks’ Stress Tests

02 Jul 2020

Contributed by Lukas

Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry. Learn...

What’s Driving Growth in Alternative Asset Classes?

30 Jun 2020

Contributed by Lukas

Kristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where inve...

Markets Update: Will the Recovery Be Derailed?

26 Jun 2020

Contributed by Lukas

Amelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick i...

How COVID-19 is Impacting Companies’ M&A Strategies

23 Jun 2020

Contributed by Lukas

Tim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I ...

Markets Update: The Rise of the Retail Investor

18 Jun 2020

Contributed by Lukas

In 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 ...

Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs

16 Jun 2020

Contributed by Lukas

In this episode, Hari Moorthy, head of Transaction Banking for Goldman Sachs, talks about innovations in banking technology for corporations and what ...

Markets Update: Constructive Conditions for Equity Issuers and Investors

12 Jun 2020

Contributed by Lukas

Lizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.  Learn more...

To Everyone Who’s Asked, ‘How’s It Going?’

05 Jun 2020

Contributed by Lukas

Fred Baba, a managing director in Goldman Sachs' Global Markets Division, reflects on a raw and honest email he wrote this week about his experience w...

The Great Reset: A Framework for Investing After COVID-19

02 Jun 2020

Contributed by Lukas

Steve Strongin, a senior advisor for Goldman Sachs, discusses a new framework for investing after COVID-19. Learn more about your ad choices. Visit me...

Daunting Debt Dynamics

01 Jun 2020

Contributed by Lukas

Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises man...