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Normalcy Returns to European Banks
During last month’s Goldman Sachs European Financials Conference, executives from major European banking, insurance, real estate and diversified financials companies joined policymakers, regulators and investors to discuss the hot topics of the day. Jernej Omahen, head of the European Financial Institutions Group for Goldman Sachs Research, sat down with us to share his main takeaways from the virtual event.
At the Half: Taking Stock of Market Performance and Themes to Watch Ahead
John Storey, head of Goldman Sachs’ equities franchise in EMEA, takes stock of market performance over the first half of the year, and discusses themes that will be top of mind for investors through the rest of 2021.
Market Themes on the Minds of European Investors
Kene Ejikeme of Goldman Sachs Global Markets discusses the key themes European investors are watching—from the impact of fiscal policy on markets to the “reopening theme”—and how Europe is poised to benefit from a global recovery.
Unicorns and Soonicorns: What’s Driving Significant Growth in European Tech
Clif Marriott, co-head of Goldman Sachs’ Technology, Media and Telecom Group in EMEA, discusses what the growing scale and breadth of European tech companies—along with bolder ambitions from European tech founders to grow their businesses to multi-billion dollar valuations—means for the European tech landscape.
Charging Up Electric Vehicle Battery Production Across EMEA
The surge in electric vehicle sales is charging up the battery market in Europe, explains Michael Bruun, who invests in companies focused on sustainability for Goldman Sachs Asset Management.
The Active Private Equity Landscape in Europe
Anna Skoglund of Goldman Sachs’ Investment Banking Division discusses the 25% increase in private equity deal volumes year-over-year, the types of deals and sectors driving this activity, and what the supportive capital markets backdrop means for investing at current valuations.
Europe’s Digital Economy at a Tipping Point
Lisa Yang, head of the European Media and Internet Research team in Goldman Sachs Research, discusses her recent report on the acceleration of Europe’s digital economy and the emergence of European digital champions.
France’s Economic Environment for 2021
Pierre Hudry, head of the firm’s Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic.
Nick Beighton, CEO of ASOS
In this episode of Talks at GS, Nick Beighton, CEO of ASOS, discusses how the brand has embraced digital, the future of retail, and how ASOS continues to evolve with its client base.
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.
Womenomics: Europe Moving Ahead
In Europe there are some tantalising signs of progress on women’s contribution to the economy: most notably, participation rates for women in the workforce have risen dramatically and continue to move up. In many European countries they are now above rates in the US.
The State of Small Businesses in the UK
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the UK are pivoting and persevering through the pandemic.
What Investors are Watching in Europe
Stefan Bollinger, co-head of Goldman Sachs’ Private Wealth Management for EMEA, discusses how investors are approaching the markets in the second half of the year.
Evolving Corporate Sentiment in Europe
Anthony Gutman, global co-head of Goldman Sachs’ Investment Banking Services, discusses European corporate sentiment for the second half of 2020, including a renewed focus on strategic activity as well as an emphasis on corporate responsibility.
The Evolution of Capital Markets in Europe
Elizabeth Martin, head of EMEA Equities Execution Services and Systematic Market Making, discusses the evolving liquidity landscape, the advancement of electronic trading and how European clients are navigating the capital markets heading into the second half of the year.
Markets Update: Balanced Bear Repair
Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets.
Markets Update: Europe’s Fiscal Stimulus
José Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.
Doreen Lawrence, Baroness Lawrence of Clarendon, OBE
In this episode of Talks at GS, Doreen Lawrence, Baroness Lawrence of Clarendon, discusses her work campaigning for justice following her son Stephen’s 1993 murder and her views on race relations today.
Paving the Way for the European Green Deal
Alberto Gandolfi, head of European Utilities for Goldman Sachs Research, discusses the potential of the European Commission’s Green Deal to reshape the European economy and transform energy consumption from manufacturing to transportation.
The Future of European Equities
Sharon Bell, senior strategist on Goldman Sachs Research’s European Portfolio Strategy team, discusses recent market performance and whether European equities are poised to outperform.
Right Honourable David Lammy, Member of Parliament for Tottenham
In this episode of Talks at GS, David Lammy, member of Parliament for Tottenham, discusses race relations in the UK, his work campaigning for social justice and the impact of the coronavirus on the Asian, Black and minority ethnic communities.
The Rise of Social Bonds
Lars Humble, who focuses on debt syndication for sovereigns, supranationals and agencies within Goldman Sachs’ Financing Group, discusses the impact of the pandemic on the role of multinational development agencies and the shift in investor sentiment around social bonds.
The Rise of the “S” in ESG Investing
Sheila Patel, Chairman of Goldman Sachs Asset Management, discusses how the social component of ESG is rising in prominence.
The Future of Learning
Katherine Tait, media and education equity analyst for Goldman Sachs Research, discusses how the global adoption of remote learning is accelerating the transformation of online education.
Daunting Debt Dynamics
Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind.
The Evolution of Europe’s Tech Landscape
Clif Marriott, co-head of Goldman Sachs’ Technology, Media and Telecom Group in EMEA, discusses the evolution of Europe’s tech industry and how the crisis is accelerating trends across the sector, including growth in e-commerce and collaboration software as well as the digitization of content.
The Challenges of COVID-19 Across Emerging Market Economies
Kevin Daly, co-head of Goldman Sachs’ CEEMEA Economics Research, discusses the impact of the pandemic on emerging markets government deficit and debt levels, and the fiscal adjustments that are likely to be required in the aftermath of the crisis.
The Music Industry’s Next Steps
Lisa Yang, head of Goldman Sachs’ European Media and Internet Research, discusses the impact of the pandemic on the music industry and the long-term outlook for growth across streaming platforms.
Supply and Demand Issues in the Auto Industry
Axel Hoefer, Goldman Sachs’ head of auto industry coverage in Europe, discusses the impact of coronavirus on the global demand for cars and the outlook for manufacturing as production restarts in some countries.
Richard Gnodde on Navigating Through a Crisis
Richard Gnodde, chief executive officer of Goldman Sachs International, discusses how business leaders in Europe are thinking about their corporate planning and decision-making in response to the economic downturn.
José Manuel Barroso on Europe’s Economic Relief Package
José Manuel Barroso, chairman of Goldman Sachs International and former president of the European Commission, weighs in on the economic relief package endorsed by European leaders.
Paul Farmer CBE, CEO of Mind
In this episode of Talks at GS, Mind CEO Paul Farmer CBE discusses the impact of the coronavirus pandemic on global mental health and well-being and how the organization is adapting treatments in the midst of the crisis.
Europe’s Response to the Economic Downturn
Jari Stehn, Goldman Sachs Research’s head of Europe Economics, discusses his group’s downgraded European growth forecast and the measures being taken to respond to the crisis.
Volatility in the Oil Markets
Michele Della Vigna, Goldman Sachs Research’s head of EMEA natural resources, discusses the dual challenges the world’s oil producers are facing from coronavirus and a battle for market share, which has caused a global imbalance in the supply and demand for oil.
The Anatomy of Bear Markets
Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, examines the current market downturn within the context of bear markets throughout history.
Markets Update: Europe and COVID-19
Andrew Wilson of Goldman Sachs’ Consumer and Investment Management Division explains how European markets have been reacting to the ongoing COVID-19 outbreak.
An Update on the Economic and Public Health Implications of Coronavirus for Europe
In this episode of Talks at GS, Goldman Sachs’ Sharmin Mossavar-Rahmani discusses the economic and public health implications of coronavirus for Europe with a number of leading health and economic experts.
Professor Peter Piot, Director of the London School of Hygiene and Tropical Medicine
Infectious disease expert Peter Piot discusses the origination, spread and management of COVID-19, lessons from his prior work discovering and managing the Ebola virus, and steps to take to prepare for future outbreaks.
After Brexit, What’s Next for Business in Europe?
In the wake of Brexit, Denis Coleman of our Investment Banking Division discusses the financing environment in Europe.
Toni Petersson, Chief Executive Officer of Oatly
Oatly CEO Toni Petersson discusses the company’s strategy to transform the non-dairy sector, the forces behind a growth in plant-based diets, and why sustainability is core to the company’s mission. Watch Video
Alastair Campbell, Political Strategist and Mind Ambassador
Alastair Campbell, political strategist and former director of communications for Prime Minister Tony Blair, discusses his experience with depression, how he copes with the disease and his perspective on mental health issues among young people. Watch Video
David Katz, Founder and CEO of The Plastic Bank
The Plastic Bank Founder and CEO David Katz discusses his model to reduce pollution in the world’s oceans by monetizing plastic to help alleviate poverty. Watch Video
How are “Carbonomics” Reshaping the Energy Industry?
Goldman Sachs’ Michele Della Vigna explains his latest research on the future of energy in the age of climate change.
What's Ahead for Europe's Economy in 2020?
Jari Stehn of Goldman Sachs Research discusses his team’s 2020 outlook for Europe’s economy. Listen Now
Paul Lindley OBE, Founder of Ella’s Kitchen
Ella’s Kitchen Founder Paul Lindley OBE discusses the inspiration behind the popular baby food brand, his work to improve childhood nutrition and how businesses can balance purpose and profit. Watch Video
The Power Shift: Europe’s Road to Renewables
Green energy is making up a growing portion of the global energy mix, and Europe is leading the way. Goldman Sachs Research explains how technological advances have slashed the costs of wind and solar power, helping fuel the region’s renewables boom.
Lord John Browne, Author of Make, Think, Imagine: Engineering the Future of Civilization
Former BP CEO Lord John Browne discusses the future of the fossil fuel industry, why engineering has been so critical to advancing civilization, and how social policy is adapting to those advances. Watch Video
The State of Small Businesses in the UK
Climate change, advancing technologies and shifting workforce dynamics are among the top priorities for small businesses in the UK, according to survey results released by Goldman Sachs’ 10,000 Small Businesses UK at the firm’s Business 2030 conference held in London earlier this month. We spoke with Goldman Sachs’ Charlotte Keenan, who leads the firm’s Office of Corporate Engagement for the EMEA and APAC regions, to share how entrepreneurs are running their businesses in the face of global uncertainty. Learn More
Stuart J. Russell, Author of Human Compatible: AI and the Problem of Control
Computer scientist Stuart J. Russell discusses how artificial intelligence is shaping both the future of innovation and the future of work and his views on how society can adapt to those changes. Watch Video
Europe’s Markets vs Japan’s: Parallels and Differences
Europe’s slow economic growth and low inflation have led many to wonder if the region is at risk of “Japanification.” In this episode of The Long & Short of It, Sharon Bell of Goldman Sachs Research explains some of the lessons investors can take from Japan’s recent past to better understand Europe’s future. Watch Video
Kaspar Basse, Founder and Chairman of Joe & The Juice
Kaspar Basse discusses his experience launching and running Joe & The Juice over the last 17 years, his efforts to bring continuous innovation to the industry and why he says people are the secret to his success. Watch Video
Leda Braga, CEO of Systematica Investments
Leda Braga discusses founding and building the culture of the investing firm Systematica Investments, how science and technology drives her investment strategy, and her observations on the latest trends in the systematic investing landscape. Watch Video
The Shift to Clean Energy
The shift to a low-carbon economy is changing the competitive landscape of the energy industry. Goldman Sachs Research explains how big oil and utility companies are finding new opportunities as they transition to a renewable future. Watch Video
John Fallon, Chief Executive of Pearson
Pearson chief executive John Fallon discusses the digitalization of learning, how the company has embraced AI and why the future of education is linked to the future of work. Watch Video
The Challenges Facing European Banks
Ahead of this week's 23rd annual European Financials Conference in Paris -- one of Goldman Sachs' longest-running events in Europe -- we sat down with Jernej Omahen, head of European Financials Research, to discuss the challenges facing Europe's banks and insurers, from earnings pressures, to political and macro uncertainty, to competition from fintech startups. Learn More
Niklas Zennström, CEO of Atomico and Co-Founder of Skype
Niklas Zennström, CEO and Founding Partner of Atomico and founder of Skype, discusses his journey as a tech entrepreneur and his views on how the tech community is putting a new focus on addressing broader societal issues. Watch Video
Saadia Zahidi, Author of Fifty Million Rising
Saadia Zahidi, author of Fifty Million Rising, discusses the “quiet revolution” of Muslim women entering the workforce, and the cultural and economic shifts it is causing throughout the Muslim world. Watch Video
Disruptive Technology Symposium 2019: What's the Next Big Tech Trend?
From AI to mobility, we asked leading figures at the Goldman Sachs Disruptive Technology Symposium in London what they see as the next big technology trend of the future. Watch Video
Dame Ellen MacArthur, World Record-Breaking Sailor
Dame Ellen MacArthur discusses her world record-breaking sailing career and her current efforts to create a more “circular” economy, where resources and power recirculate and regenerate to eliminate plastic waste and pollution. Watch Video
Anya Hindmarch, Fashion Designer
Fashion designer Anya Hindmarch discusses the innovation driving her fashion business, the storytelling in her designs and how technology continues to change the way she markets her products to the consumer. Watch Video
Highlights in Europe
Talks at GS gathers leading thinkers, innovators and entrepreneurs, and in Europe these have included David Beckham, Yotam Ottolenghi and Ella Woodward, to share their insights and ideas shaping the world. Watch Video