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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.
Markets Update: A “Gritty” Second Quarter
Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps second quarter performance and the ongoing commitment to client centricity.
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.
Takeaways from the 24th European Financials Conference
Jernej Omahen, head of the European Financial Institutions Group for Goldman Sachs Research, shares what was discussed at the firm’s 24th European Financials Conference—a virtual gathering of bank executives, investors, regulators, and policymakers.
The New Infrastructure is Digital
Philippe Camu, global co-head of the infrastructure investment group, talks about how the next big public-works projects are more focused on fiber and data centers than traditional construction like roads and airports.
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.
The Impact of the ECB’s Expanded Bond-Buying Program
Alain Durré, Senior European Economist for Goldman Sachs Research, discusses the impact of the European Central Bank’s decision to expand its bond-buying program, and the prospect of fiscal stimulus by EU member countries.
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist
In this episode of Talks at GS, Goldman Sachs Research’s Peter Oppenheimer discusses his new book, The Long Good Buy: Analyzing Cycles in the Markets, his assessment of the current market cycle, and his views on how the policy response to COVID-19 will impact the future of the markets.
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.
Understanding the Markets-Macro Disconnect
Sam Morgan, co-head of Fixed Income, Currency and Commodities Sales in EMEA, discusses why markets are robust despite challenging economic data.
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.
Thinking About an Economic Restart
Jan Hatzius, Goldman Sachs chief economist, discusses the global recession and the prospect for restarting economies.
Why Money Markets Matter Right Now
Kathleen Hughes, global head of Liquidity Solutions in Goldman Sachs Asset Management, discusses the emerging focus on money markets and short-duration investing as businesses look to navigate the current market environment.
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.
Andrew Roberts, Historian and Author of Leadership in War
Andrew Roberts discusses lessons learned from studying some of the most consequential leaders in history, from Napoleon Bonaparte to Margaret Thatcher, and the qualities that shaped their tenures, particularly during times of war. Watch Video
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. Listen Now
Eurozone Economic Outlook 2020: Through the Trough
Goldman Sachs Research expects a gradual pickup in eurozone growth from its current pace of 0.2% to 1.1% for 2020. Watch Video
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. View Infographic
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
Investing in German Companies
Faced with geopolitical uncertainty, a slowing economy and negative yields, more than 180 German companies shared their strategies and challenges with investors at Goldman Sachs’ eighth annual German Corporate Conference, held in Munich last month. We sat down with Goldman Sachs’ Michael Schmitz, co-head of the Securities Division in Germany and Austria, to discuss key takeaways from the event. 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
EU Elections: What’s at Stake?
Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing centrist status quo. Some even see this election as a crucial moment in deciding the future of the European Union. Allison Nathan from Goldman Sachs Research talks to experts about the potential implications of this important election in this episode of the Top of Mind at Goldman Sachs podcast. Learn More
Why Are Savings Rates Back in Focus in the UK?
A conversation with Goldman Sachs’ Des McDaid on the UK savings landscape. Listen Now
What’s the Role of Private Capital Markets in Europe?
Greg Olafson and Nishi Somaiya of Goldman Sachs’ Securities Division discuss how private capital markets – in particular, direct lending to middle market companies – have evolved in Europe in the wake of the global financial crisis. Listen Now
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
What’s Next For Emerging Markets?
Kevin Daly of Goldman Sachs Research discusses what’s next for emerging markets across the globe and specifically hones in on the CEEMEA region – Central and Eastern Europe, Middle East and Africa. Listen Now
The Rise of Female Investors
Goldman Sachs recently held its third annual `Women & Wealth Forum`, a gathering of female investors, business owners and entrepreneurs. We sat down with Goldman Sachs’ Natasha Pope, a private wealth advisor who spearheaded the launch of the forum in London and shared takeaways from the event. Learn More
How is Tech Reshaping the City Skyline?
Jim Garman of Goldman Sachs’ Merchant Banking Division discusses Europe’s real estate sector and how technology is changing the layout of cities. Listen Now
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
Europe’s Fintech Revolution
The fintech landscape is rapidly changing around the world, and nowhere more so than in Europe. Steve Considine from the Goldman Sachs Investment Banking Division explains how a favorable regulatory landscape and cross-border opportunities are driving growth in the sector. Watch Video
Why ESG is Becoming a ‘Business Imperative’ for Asset Managers
Richard Manley of Goldman Sachs Research explains why integrating ESG is becoming a “business imperative” for asset managers, why Europe is leading other regions in ESG investing and much more. Listen Now
Takeaways From a 450+ Investor European Road Trip
Goldman Sachs’ Donough Kilmurray, who advises private wealth clients across EMEA, recently returned from an investor road trip across seven countries where he spoke with more than 450 investors. We caught up with Kilmurray who shared his perspectives on markets and client concerns. Learn More
With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?
Andrew Wilson, CEO of Goldman Sachs Asset Management for Europe, the Middle East and Africa, discusses Europe’s investing environment against a backdrop of macro and political uncertainty. Listen Now
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
The Solar Surge
After a decade of declining costs, solar power is cheaper than ever. Goldman Sachs Research explains how in some parts of the world the costs of producing solar power are now lower than those of generating energy from fossil fuels. Watch Video
The Consolidation and Convergence in Private Equity
Goldman Sachs' Céline-Marie Méchain started the firm's private equity coverage business in France in 2000, at a time when the industry was relatively new. We caught up with Céline who shared her thoughts on the latest trends influencing the industry. Learn More
France in Focus: CEOs Playing Offense and Defense
Pierre Hudry, head of the Paris office for Goldman Sachs, discusses the key considerations for his investment banking clients in France, from geopolitical uncertainty to increasing shareholder activism to market stability. Listen Now
Tech in Europe: Innovating Amidst Constraints
Jo Hannaford of Goldman Sachs’ Technology Division discusses tech disruption in Europe and how companies are innovating amidst political and regulatory constraints. Listen Now
Talent and Technology: What’s Driving Poland’s Growth
Goldman Sachs’ Artur Tomala and Brent Watson join us to talk through Poland’s economic, business and political environment and where the growing nation fits within the broader European region. Listen Now
Goldman Sachs' Marcus and the UK Savings Market
As Marcus by Goldman Sachs starts accepting its first UK depositors, we sat down with Goldman Sachs' Des McDaid, who heads up the UK Marcus business, to talk about the environment for savers. Learn More
Europe’s Energy Evolution
Alberto Gandolfi of Goldman Sachs Research joins us to talk through Europe’s sustainable energy transformation, from the declining costs of wind and solar power to the growth in electric vehicles and more. Listen Now
'E-Concessions' – Luxury Goes Digital
Louise Singlehurst of Goldman Sachs Research explains how luxury brands’ digital “e-concessions” model is likely to add tens of millions of dollars in industry revenue over the next few years without an adverse effect on brick-and-mortar sales. Watch Video
From Corporate Simplification to Recovering Growth - Europe’s Business Environment
Marc Nachmann, co-head of the Goldman Sachs Investment Banking Division, joins us to talk through the key factors shaping Europe’s business climate, from corporate simplification to global trade tensions to increased scrutiny in the tech sector. Listen Now
Growth, Politics and Shareholder Activism: European Equities in Focus
As part of our closer look at emerging economic and market themes in Europe, Sharon Bell of Goldman Sachs Research discusses the performance of European equities, exploring why growth stocks are outperforming value, how populism impacts markets, what activists see in Europe, and the outlook for the region’s stocks through the rest of the year. Listen Now
Hallo Tech: Germany Adapts to the Digital Age
As part of our close-up look at European economic and business trends, Goldman Sachs’ Wolfgang Fink discusses how Germany’s historically strong economy is undergoing a transformation adapting to the digital age. Listen Now
In the Face of Brexit, Business as Usual in Europe… But for How Long?
Anthony Gutman of the Goldman Sachs Investment Banking Division discusses the European deal-making landscape on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now
Post-Brexit Europe: A Period of Uncertainty and Opportunity
Richard Gnodde, vice chairman of Goldman Sachs and CEO of Goldman Sachs International, talks Brexit and its impact on the European business environment on our podcast, Exchanges at Goldman Sachs. Listen Now