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Investing with Norges Bank Investment Management’s Nicolai Tangen
How is the leader of the world’s largest sovereign wealth fund navigating slowing economic growth, rising inflation and geopolitical conflicts? In Exchanges at Goldman Sachs: Great Investors, we speak with the world’s most respected investors about their investing strategies, career trajectories and their outlook on markets and the economy. In the latest episode, Nicolai Tangen, Chief Executive Officer of Norges Bank Investment Management, talks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public Equity in the Asset Management Division, about the fund’s mission, why he expects the investing environment to be more difficult and living life as a “perpetual student.”
Investing with KKR’s Joe Bae
Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs: Great Investors, we speak with the world’s most respected investors about their investing strategies, career trajectories, and their outlook on markets and the economy. In our most recent episode, Brad Gerstner, founder and CEO of Altimeter Capital, talks with Goldman Sachs’ Katie Koch, chief investment officer of Public Equity in the Asset Management Division, about the tech downturn and the launch of Altimeter at the peak of the financial crisis.
The War in Ukraine Stokes Global Food Inflation
Russia’s invasion of Ukraine has heightened the uncertainty over food supply, a global market that was already feeling the effects of COVID-19 and the ongoing impact of climate change. With the help of Goldman Sachs Research, we took a closer look at the regions most affected by surging food prices and the increasing cost of agricultural commodities and products.
Brazil Wrestles with Stagflation as the Fed Starts Tightening
Like many countries, Brazil faces a challenging mix of slowing economic growth and soaring inflation. But what makes Latin America’s largest economy different from other nations is that its central bank has lifted its benchmark rate 10-straight times to one of the highest policy rates in the world.
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How is Europe weaning itself from Russian oil and gas? In this episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, senior energy strategist on the commodities team, Alberto Gandolfi, head of the European Utilities Research team, and Michele Della Vigna, head of Natural Resources Research in EMEA, explain the alternatives to — and timing of — Europe’s independence from Russian resources and how these shifts are reshaping the global energy markets.
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
In this episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets.
GS SUSTAIN: An Analysis of APAC ESG Regulation
The increased need for greater transparency and tightened definitions for sustainable investment products is accelerating ESG regulation throughout the Asia Pacific region. These companion reports from the Goldman Sachs Research GS SUSTAIN team explore the material ESG regulations emerging across the region and highlight the connection between regulation and expanding green valuation premia.
Asia Economics Analyst: Ten questions for 2022
Regional growth will decelerate this year, but should remain above trend in many economies.
Indian Equities: Digital Transformation as Private Goes Public
The number of “unicorns” has surged in India in recent years, enabled by the rise of the internet ecosystem, availability of private capital and a favorable regulatory environment. Goldman Sachs Research expects the IPO pipeline to remain robust over the next 12-24 months, with market cap increasing from US$3.5tn currently to over US$5tn by 2024, making India the 5th largest market by capitalization.
Lessons From Japan for Countries at Risk of ‘Japanification’
Amid concerns that Europe and China are facing economic and demographic headwinds similar to those responsible for Japan’s decades-long period of anemic growth, we sat down with Naohiko Baba, Goldman Sachs Research’s chief economist for Japan, to discuss how Japan is coping with its challenges and takeaways for other countries that are at risk of ‘Japanification.’
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
Investing in South Africa
Despite weaknesses in South Africa’s economy, improving business confidence and the promise of structural reforms create the potential for higher economic growth rates going forward, according to Goldman Sachs’ Colin Coleman, the firm’s sub-Saharan Africa head, and Kunal Shah and Ryad Yousuf, who are leading the firm’s market-making expansion into South Africa. We talked with them about the evolving macroeconomic and political landscape in South Africa, as well as the opportunities and challenges for investors. Learn More
Womenomics 5.0: Twenty Years On
In 1999, Goldman Sachs Research Strategist Kathy Matsui published a seminal research report on “Womenomics,” exploring how much Japan’s GDP could grow if more women were in the labor force. Now 20 years later, Matsui reflects on the progress that’s been made and where the challenges remain. Watch Video
Mind the Gap: Emerging Markets Growth Gap Widening
Katie Koch of Goldman Sachs Asset Management discusses the positive outlook for emerging markets with India expected to be a particularly powerful engine of growth. Watch Video