229 episodes

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

Exchanges at Goldman Sachs Goldman Sachs

    • Business
    • 5.0 • 2 Ratings

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

    November Wrap: Record Inflows into Global Equities

    November Wrap: Record Inflows into Global Equities

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

    • 17 min
    Asia-Pacific Economic Outlook for 2021

    Asia-Pacific Economic Outlook for 2021

    Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world also – we think the world can grow about 6% – but especially optimistic about Asia-Pacific.”

    • 10 min
    Markets Update: The Bull Run in 2021

    Markets Update: The Bull Run in 2021

    Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase to a “growth” phase. “As we move forwards in time, we do expect to see more even returns globally – less so than extreme outperformance of the US,” says Oppenheimer. “We would expect people to be diversifying more by country, region and by industry.”

    • 12 min
    Germany’s Economic Recovery

    Germany’s Economic Recovery

    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 of its European neighbors and what’s ahead on the road to recovery. 

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

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

    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 ahead.

    • 11 min
    Vaccine Progress and What’s Next

    Vaccine Progress and What’s Next

    Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead for FDA approval and widespread distribution.

    • 9 min

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