07 AUG 2018 - Is there a bubble in technology? Goldman Sachs Research’s Peter Oppenheimer doesn't think so. Despite the recent stumbles in some of tech's biggest names, the sector continues to dominate global stock indexes. "The thing that's really set apart [today's] technology revolution as we're seeing it expressed in the stock market since the financial crisis is that these companies have been very successful," says Oppenheimer. "They've been very dominant in terms of returns, but they've also been extraordinarily successful in terms of their earnings power, and their valuations have not become that extreme." Oppenheimer draws attention to just how large the tech sector has become by comparing tech companies' valuations to country GDPs and discusses the challenges facing today's most dominant players.
03 AUG 2018 - Germany is in focus in Europe and around the globe as its historically strong economy undergoes a transformation adapting to the digital age. As part of our closer look at emerging economic and market themes in Europe, we sat down with Wolfgang Fink, chief executive officer of Goldman Sachs Germany and Austria, to talk about Germany's economy and business trends, including how technology is impacting German corporations. "Technology change is affecting all large [German] corporates," Fink says. "Most importantly, with respect to access to their customers… the disruption of their business models, the change in their value chain." Also in the episode, Fink discusses the future of the European Union and political challenges facing Chancellor Merkel.
20 JUL 2018 - From the financial problems facing Americans to how psychology explains people’s saving and spending habits, this episode is all about money. Entrepreneur Adam Dell, founder of Clarity Money, a personal finance app that was acquired by Marcus by Goldman Sachs in April 2018, joins us to talk about all this and more, including how he created a mobile app to simplify individuals’ money management. "Startups that have risen to prominence are focused on transparency, advocacy and simplicity – what I consider to be the tectonic shifts in consumer finance," he says.
09 JUL 2018 - Rising trade tensions with the United States should not obscure the importance of China's progress in transforming its economy and opening its markets, says Goldman Sachs Research's Tim Moe, who sees sheer economic size and a diminished reliance on trade to fuel growth making China resilient to the direct impact of trade tariffs. At the same time, the inclusion of China A shares in global benchmark stock indexes means the Chinese market is poised to become an even bigger player on the global equity stage. "We have a very strong view that the opening up of the A-share market is something that investors globally really need to take very seriously and prepare for," he says. A shares will be phased into global indexes slowly, but as their inclusion ramps, benchmarked funds will be required to hold a greater proportion of Chinese assets. And with that comes greater exposure to a "deep" market with ample opportunity for alpha generation, according to Moe.
21 JUN 2018 - From consumers’ growing influence and vertical consolidation to the shift to value-based care and questions around drug pricing policy, there’s a lot going on in the healthcare industry. Jo Natauri, global head of healthcare investing in Goldman Sachs’ Merchant Banking Division, joins us in the studio to discuss what corporations and investors are focused on. "Operating-wise, these businesses are performing really well," Natauri says. "Healthcare is a defensive industry. But if you look at the environment right now, it's really tied to the risk around policy."
11 JUN 2018 - Fifty years ago, if you asked Americans how they mainly saved for retirement, chances are they’d answer: "my pension." That’s no longer the case. After surging in the post-World War II years, corporate pensions have been on the decline in the US over the past couple decades, largely driven by a stricter regulatory environment and long period of low interest rates, says Goldman Sachs’ Michael Moran. With fewer corporations offering comprehensive pension plans, Moran says it will be up to individuals to carry the burden of retirement savings. "It’s going to be falling on a lot of individuals in terms of saving for retirement, investing money themselves and then realizing how long they’re going to have to use that money in retirement."
24 May 2018 - From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off their sofas and to the box office, says Drew Borst of Goldman Sachs Research, so far with mixed results. Some efforts (think: reclining seats) are likely to prove more successful than others (think: forays into alternative content like eSports), he says. But one constant is likely to be a heavier reliance on big-budget blockbusters to draw audiences even as TV ups its game. "In television, the hits keep getting smaller and smaller and smaller as the supply has ballooned. It’s become a crowded marketplace, and it’s difficult for even a very well-produced, high-quality series to stand out," Borst says. “In movies, it’s just the opposite. The hits are getting bigger and bigger...in the United States, but also globally."
21 MAY 2018 - It's not a matter of if Extended Reality (XR) will touch all aspects of our lives—it’s a matter of when, says Heather Bellini of Goldman Sachs Research. By 2025, XR is projected to generate over $100 billion in sales, with the consumer and e-commerce sectors being its biggest beneficiaries. The technology carries broad implications for healthcare, education and real estate as well. "Ultimately, this AR/VR/mixed reality movement will change the way we interact with technology forever," Bellini says.
07 MAY 2018 - eSports – professional video gaming – has over 350 million viewers worldwide. In this episode, Ryan Nolan, global head of digital gaming in Goldman Sachs’ Investment Banking Division, and his colleague Moritz Baier, a former eSports world champion, discuss how eSports is going mainstream after facing early skepticism. "I think the entire ecosystem is going to enjoy richer valuations, greater monetization opportunities and broader reach with time," Nolan said.
27 APR 2018 - The oil and natural gas investment cycle is entering an "age of restraint," according to a newly published report from Goldman Sachs Research. In this episode, we sit down with Michele Della Vigna, Commodity Equity business unit leader in EMEA, to understand what this means for the sector. "The period of restraint is a period where fear around long-term demand distraction from decarbonization and electric vehicles is forcing the industry to really rationalize its capital investment," Della Vigna says.
19 APR 2018 - As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on the long-term viability of bitcoin and other first-generation cryptocurrencies. "This should be a battle of the best technology, and instead it seems to be a common wave of enthusiasm," says Strongin, head of GS Research, of the buzz surrounding the first generation. "Certainly these technologies offer some promise, but on the other hand, when you think about how much they will need to change to meet that need, you realize...how different those future generations are going to be."
05 APR 2018 - The fintech sector has been evolving rapidly as new startups emerge and large financial institutions figure out how to adapt…or else get left behind. To understand where we are in the “three waves of fintech,” we spoke with Jeff Gido, global head of the financial technology sector in Goldman Sachs’ Investment Banking Division. “We're seeing much more two-way dialogue [between financial services incumbents and startups]. We're seeing much more cooperation, much more partnerships. And we're actually seeing a lot of investment by traditional financial services into these fintech startups.”
23 MAR 2018 - Small businesses make up over 99 percent of all U.S. enterprises, and they employ 60 million Americans, nearly half the national workforce. In this episode, we sit down with Steve Strongin and Amanda Hindlian of Goldman Sachs’ Global Investment Research Division to discuss the state of small businesses in America. We also hear directly from some of the small business owners of Goldman Sachs' 10,000 Small Businesses program about their biggest challenges to growth.
12 MAR 2018 - What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, who says recent upticks in volatility reflect a stronger US growth outlook and uncertainty about how the Federal Reserve will respond to it. He discusses why investors should pay attention to the "term premium" reflected in bond prices to assess whether investors are too complacent about inflation, and the implications of divergence in monetary policy between the US, Europe and Japan.
23 FEB 2018 - The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immersive storytelling. So what makes a great podcast, and how are podcasts changing traditional media and journalism? To answer those questions, we sat down with two of the most popular podcast hosts and producers, Alex Blumberg of Gimlet Media and Jacob Weisberg of Slate.
09 FEB 2018 - The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course, or is the recent volatility a sign that bearish conditions are on their way? Sharmin Mossavar-Rahmani, chief investment officer of the Goldman Sachs Investment Strategy Group, discusses her team’s 2018 investment outlook, titled "(Un)Steady as She Goes," and explains its recommendation that clients stay invested in equities in the year ahead.
02 FEB 2018 - "We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Division and co-head of Latin America for the firm. In addition to discussing the shift to renewable energy and how CEOs are adapting, Garcia also addresses the macroeconomic backdrop of Latin America and why clients view the region as an attractive growth opportunity.
25 JAN 2018 - Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US political economist for Goldman Sachs Research, says the potential for a mid-term election shakeup is likely to delay legislative progress on infrastructure and compromise on immigration, but he does expect movement on financial deregulation this year. Trade tensions with China could also re-heat as the Administration responds to the results of several key international trade investigations.
08 JAN 2018 - Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that have since become household names. Heath Terry, lead internet sector analyst for Goldman Sachs Research, shares where venture firms are focused now and what that means for the future of global industries, including health care and financial services.
21 DEC 2017 - The year’s most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment across the continent. Anthony Gutman, co-head of UK Investment Banking at Goldman Sachs and co-head of Investment Banking Services in EMEA, discusses the sectors and geographies where activity has been most robust, why activism is on the rise in Europe and what Brexit has meant so far for clients and the firm.
15 DEC 2017 - Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research’s Richard Ramsden. What’s less clear is how they’ll continue to fend off challenges from technology companies, which have already made inroads in certain businesses, like payments. Richard shares his outlook for the sector heading into 2018, talking through the regulatory and technological changes that are on everyone’s minds – including what bitcoin means for banks.
06 DEC 2017 - Ride-hailing companies are poised for explosive growth over the next decade, according to Stefan Burgstaller, head of European industrials equity research. Their prominence may usher in the era of the "pay-as-you-go" car, which could have dramatic effects on the entire automotive ecosystem.
22 NOV 2017 - Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative home products company, out of the "dirtiest" bachelor pad in San Francisco, and why both got the itch to start-up a second time, Eric with Olly Nutrition, and Adam with Ripple Foods.
22 NOV 2017 - From the 2017 Goldman Sachs Builders + Innovators Summit: Shan-Lyn Ma, co-founder and CEO of online wedding destination Zola, and Gregg Renfrew, founder and CEO of skincare and cosmetics brand Beautycounter, are joined by Goldman Sachs co-head of Investment Banking John Waldron to discuss fundraising, recruiting top talent and building brands that last.
07 NOV 2017 - Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, Director of Impact Investing at the McKnight Foundation, to discuss how socially conscious investing has become mainstream and where it could be headed.
30 OCT 2017 - Eight years into the "most unloved" bull market in history, many investors are asking how much longer the upswing can last. Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research, discusses why identifying the peak may be less important than recognizing a bear market once it starts, and what history can tell us about the types and tenures of these declines.
19 OCT 2017 - Harvey Schwartz, president and co-COO of Goldman Sachs, took a year off after high school, though it wasn't part of any kind of grand plan - he readily admits there wasn't one. But it did introduce him to his first mentor, and the concept of investing in other people's success that has been a defining theme of his three decades in finance. He shares how his path has evolved over the course of his career and his thoughts on today's market environment.
12 OCT 2017 - Markets are up, volatility is down and clients have questions. David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive investing, how technology is making the world more competitive and his 35-year career on Wall Street.
09 OCT 2017 - After a distinguished career in politics that included roles as prime minister of Portugal and president of the European Commission, José Manuel Barroso was named chair of Goldman Sachs International in 2016. He discusses the future of European integration amidst populist movements across the region, the challenges and opportunities in global trade and his role at the firm.
25 SEP 2017 - Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped develop a growing class of institutional investors - systematic traders - and what a rising interest rate environment could mean for the equity markets.
18 SEP 2017 - Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany's unique role within Europe and on the global stage during a period of significant political and economic developments in Europe and globally.
21 AUG 2017 - For all the pain that e-commerce has inflicted on retailers, the brick-and-mortar store is far from dead, according to Goldman Sachs Research's lead retail analyst Matt Fassler. Instead, he says, survivors of the latest round of retail disruption will succeed in part by narrowing their sights, focusing either on efficiently distributing goods or improving the in-store experience for customers.
07 AUG 2017 - With energy demand expected to double in Asia by 2030, and with a billion people currently without electricity, Ankur Sahu, co-head of Goldman Sachs' Merchant Bank in Asia-Pacific, says that renewables fill a crucial gap in the marketplace. Investors have been faced with ample opportunity, he says, so much so that an industry previously thought as niche has rapidly broadened to include large institutional investors - even in emerging markets.
21 JUL 2017 - Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the industry have begun to explore value-based contracts, potentially transforming the industry's economics. Jami Rubin and Robert P. Jones of Goldman Sachs Research discuss how placing an emphasis on patient outcomes - instead of volumes of medications or services sold - could impact investors, companies and consumers.
30 JUN 2017 - Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second digital revolution," according to Lisa Yang of Goldman Sachs Research. Streaming services are leading the way, growing the revenue pie for artists and labels both and creating new opportunities for companies across the music ecosystem. Yang is joined by Marc Geiger, worldwide head of music for William Morris Endeavor; and Patrick Spence, CEO of Sonos, to talk about where music was and where it could be headed.
16 JUN 2017 - The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consumer and Retail Group in Investment Banking, and Kim Posnett, global head of Internet Investment Banking, these shifts are more evolution than revolution. An omnichannel approach, combining traditional brick-and-mortar and ecommerce offerings, is emerging as the primary way forward for companies at both ends of the spectrum.
22 MAY 2017 - Long dominated by government agencies, space is now in play for private companies and venture capital firms, which see big potential for sectors like communications and defense. Noah Poponak, senior Aerospace and Defense equity research analyst for Goldman Sachs Research, says the investment interest has helped reduce launch costs and spur innovation across related industries, opening up a new chapter in the history of space exploration.
08 MAY 2017 - Environmental, social and governance (ESG) metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the GS SUSTAIN team, which seeks to identify companies with long-term growth potential, Bingham and his colleagues study which sustainability measures most closely align with returns over time. He shares the team's findings and explains why he sees ESG research as integral to a "holistic" take on stock selection.
27 APR 2017 - The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business operations will continue for the foreseeable future. Richard Gnodde, vice chairman of Goldman Sachs and chief executive officer of Goldman Sachs International, discusses how companies - Goldman Sachs included - are adapting to the political landscape.
07 APR 2017 - Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest returns for equity investors going forward, there is still value to be found in Asia, he argues, most notably in China.
27 MAR 2017 - The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Investment Banking Division, discusses how industrial businesses are managing technology and workforce investments amidst economic and political change.
13 MAR 2017 - President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phillips, US political economist in Goldman Sachs Research, discuss how the president's agenda has evolved as he's transitioned from the campaign trail to the White House, the outlook for tax reform, health care, trade and other issues, and what the Administration can realistically expect to achieve in a divided Washington.
22 FEB 2017 - Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passive strategies in an age of technological disruption.
08 FEB 2017 - The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. Andrew Tilton, chief Asia economist of Goldman Sachs Research, considers the Asian economies most at-risk of disruption and the evolving roles of both China and the US in the region.
17 JAN 2017 - US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth Management at Goldman Sachs, says that high valuations alone are not enough to warrant underweighting equities. What's important is context: she explains her optimism towards the US economy, as well as the potential risks to her views.
10 JAN 2017 - Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the differing habits of three generations that make up the bulk of US consumption today - Gen X, Millennials and Gen Z - are changing how Americans spend and manage their careers.
27 DEC 2016 - Heath Terry of Goldman Sachs Research discusses the potential for artificial intelligence to reshape the global economy.
12 DEC 2016 - Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn shares some of the experiences that have shaped him, and reflects on the value of diversity, the importance of perseverance and learning how to turn failure into success.
12 DEC 2016 - Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader of the Financials Group in Goldman Sachs Research, explains how tightening monetary policy, higher inflation and a potential infrastructure spend could be even more important for the trajectory of the US financial industry.
17 NOV 2016 - As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Phillips, Goldman Sachs Research's political economist in Washington, discusses where Trump can act on his own without Congress, why corporate tax changes are more likely than personal tax cuts in 2017 and how Trump may reshape the leadership of the Federal Reserve.
14 NOV 2016 - As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief European Economist Huw Pill discusses the spectrum of issues to be resolved in the negotiations and what the ultimate outcome between a "hard" or "soft" Brexit means for the UK, Europe and the global economy.
31 OCT 2016 - Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs co-head of Investment Banking David Solomon to discuss entrepreneurship and the global health and wellness movement.
13 OCT 2016 - Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the rest. But the industry is undergoing a profound shift, as new entrants leverage responsive technologies to offer better experiences for consumers. Harit Talwar, head of Digital Finance at Goldman Sachs, discusses the evolving role of technology in finance and the launch of the firm's new online personal loan platform, Marcus by Goldman Sachs.
27 SEP 2016 - Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist and head of Macro Research in Europe for Goldman Sachs Research, discusses how the long-term case for investing in stocks has evolved and why he sees the most likely scenario from here as a "Fat and Flat" range of tepid yet positive returns and greater volatility.
12 SEP 2016 - Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets Institute, explain why preparing for the jobs of the future is about more than STEM.
26 AUG 2016 - Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division discuss the emerging partnerships, developing rivalries and most promising opportunities in the new media landscape.
12 AUG 2016 - Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term industry leaders, says that low carbon technologies like onshore wind, solar PV, LEDs and hybrid/electric vehicles are now "taking off the training wheels" and rapidly gaining share. According to GS SUSTAIN's Jaakko Kooroshy, these four technologies not only could help global carbon emissions peak as early as 2020, versus mainstream expectations of a peak closer to 2030 - they're also poised to reshape competitive dynamics across the global economy.
29 JUL 2016 - Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts and technological disruption.
13 JUL 2016 - Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress in the fight against cancer, diabetes and Alzheimer's, cutting-edge science in gene therapy and gene editing, and how the drug industry is dealing with debates over pricing and mergers.
28 JUN 2016 - The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discusses the economic and market implications of the Brexit vote.
16 JUN 2016 - Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can help investors make smarter, better informed decisions.
03 JUN 2016 - A better external backdrop is just part of the reason why emerging market assets have surprised in the first half of 2016. Kamakshya Trivedi, chief Emerging Markets macro strategist in Goldman Sachs Research, considers the local and global factors influencing asset prices in developing economies around the world, including China, Brazil and India.
19 MAY 2016 - Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corporations and its globally admired small and medium-sized enterprises, the Mittelstand. Wolfgang Fink, co-CEO of Goldman Sachs in Germany and Austria, discusses how German companies are adapting to twenty-first century market pressures.
04 MAY 2016 - Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs, discusses how the slowdown in deal-making in the first quarter of 2016 has affected the consumer retail space, why the sector is so attractive to activist investors and whether the rise of e-commerce means the end of brick-and-mortar retail.
21 APR 2016 - What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing for ESG requires the same rigor and discipline as "traditional" investing, and the distinction between the two is growing increasingly irrelevant. With better tools to parse data and an ever-expanding understanding of risk, ESG investing has gone from niche to mainstream.
06 APR 2016 - Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of the sharing economy and the opportunity at the intersection of digital services and traditional healthcare.
23 MAR 2016 - Heather Bellini, business unit leader of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in enterprise IT spend at stake as companies pursue cloud strategies.
10 MAR 2016 - Peter Oppenheimer, Goldman Sachs Research's chief global equity strategist and head of European Macro Research, weighs in on the recent rally in equity markets, the "third wave" of the financial crisis, the likelihood of a global recession, and more.
25 FEB 2016 - Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the underlying strength of the broader economy.
09 FEB 2016 - Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution of Silicon Valley.
20 JAN 2016 - Don Duet, head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how advances in open source, big data, blockchain and other areas are driving further innovation.
06 JAN 2016 - US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. Goldman Sachs Research's Richard Ramsden discusses front-burner issues for the industry in the year ahead, including the pace of future hikes, the rise of new entrants and the growing imperative for banks to stay ahead of technological innovation.
18 DEC 2015 - Kyung-Ah Park, head of Environmental Markets at Goldman Sachs, represented the firm at the UN Climate Change Conference in Paris. She discusses the historic climate agreement adopted by 196 parties and ways the business community can help facilitate the transition to a low carbon economy.
25 NOV 2015 - Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challenging environment for emerging markets and steps it can take to boost productivity and broaden economic opportunity.
19 NOV 2015 - In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Borst, equity research analysts in Global Investment Research at Goldman Sachs, share how the media and telecom industries are responding and why this is a golden era for consumer choice.
09 NOV 2015 - "There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Minted, and David Solomon, co-head of the Investment Banking Division at Goldman Sachs, to discuss, among other things, the most important thing for successful companies, and the one class everyone wishes they could take again in B-school.
20 OCT 2015 - Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets across Asia.
09 OCT 2015 - Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the adoption of ultra-lightweight materials and the development of autonomous driving technology.
08 OCT 2015 - David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an "extraordinary run," and why the decline in energy prices will have important implications for corporate profits and capital spending in 2016.
29 SEP 2015 - Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for investors of every generation.
17 SEP 2015 - Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feedback loop driving down commodity prices around the world.
26 AUG 2015 - Dina Powell, head of Goldman Sachs' Impact Investing business and president of the Goldman Sachs Foundation, discusses how investing in the New Orleans small business community has helped to revitalize the city. She is joined by two graduates of the Goldman Sachs 10,000 Small Businesses program: Kristen Preau Moore, CEO and owner of Cook Me Somethin' Mister, and Barrett Wiley, owner of Cleaning Concierge.
19 AUG 2015 - Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global head of Credit and Mortgage Strategy Research, discuss the importance of liquidity in the market, the vulnerabilities of less-liquid markets and proposals to restore liquidity without undermining market safety.
30 JUL 2015 - Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of competitors aiming to shake up financial services.
21 JUL 2015 - Hugh Lawson, recently named global head of Environmental, Social and Governance (ESG) Investing within Goldman Sachs Asset Management, explains why so many investors are seeking to align their values with the value of their portfolios.
09 JUL 2015 - Kathryn Koch, head of Fundamental Equity Client Portfolio Management within Goldman Sachs Asset Management, discusses ongoing Greek debt negotiations, stock volatility in China, the boom in M&A activity, and other key trends shaping global equity markets.
24 JUN 2015 - Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape, including the anticipated rise in interest rates, market liquidity and the relationship between clearing houses and systemic stability.
05 JUN 2015 - R. Martin Chavez, chief information officer of Goldman Sachs, discusses some of the game-changing trends in technology today - including the shift to cloud, open source for enterprise, and big data - and how financial institutions are embracing these innovations to provide a better experience for clients.
20 MAY 2015 - Lloyd Blankfein, chairman and CEO of Goldman Sachs, discusses a range of global economic issues - including the United States' evolving policies on trade, energy and infrastructure, opportunities and challenges facing China's economy, and the impact of technology on the financial services industry - along with lessons from his own career.
05 MAY 2015 - Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated conversation at the Goldman Sachs Innovation Symposium.
23 APR 2015 - Kevin Daly, senior European economist in Global Investment Research at Goldman Sachs, discusses factors influencing the growth outlook in the UK, including housing, wages and energy prices.
15 APR 2015 - Margaret Anadu, a managing director in the Urban Investment Group at Goldman Sachs, discusses impact investing and the firm's efforts to help rebuild communities in Newark and New York City.
01 APR 2015 - George Lee, chief information officer for the Investment Banking Division at Goldman Sachs, discusses the disruptive potential of artificial intelligence.
20 MAR 2015 - Michael Sherwood, a vice chairman of Goldman Sachs and co-CEO of Goldman Sachs International, discusses the economic potential of Growth Markets around the world, including India and China.
06 MAR 2015 - Mark Schwartz, a vice chairman of Goldman Sachs and chairman of Goldman Sachs Asia Pacific, discusses China's growth, reform efforts, and prospects for an enhanced investment relationship with the United States.
17 FEB 2015 - Sheila Patel, chief executive officer of International Goldman Sachs Asset Management, discusses factors influencing the global growth environment.
08 JAN 2015 - Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses the surge in US oil production, the changing role of OPEC and how lower oil prices are impacting the global economy.
19 DEC 2014 - Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses macro themes facing investors in 2015 - including tightening monetary policy in the US, the implications of rising interest rates, and liquidity in the fixed income markets.
05 DEC 2014 - Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer.