Podcast Episodes
Back to SearchWhy the U.K.’s high inflation has global implications
More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall.…
3 years, 2 months ago
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s ass…
3 years, 2 months ago
What’s next for China’s economy?
China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers…
3 years, 2 months ago
Generative AI: hype, or truly transformative?
Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Gold…
3 years, 2 months ago
Why 'everything aligns' for Japanese stocks
Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of t…
3 years, 2 months ago
How institutional investors are navigating market crosscurrents
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment stra…
3 years, 2 months ago
Why global equities are poised for “fat and flat” returns
Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Opp…
3 years, 3 months ago
What’s ahead for the U.S. economy?
The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the …
3 years, 3 months ago
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100…
3 years, 3 months ago
The Markets: What the Fed’s hawkish pause means for markets
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, he…
3 years, 3 months ago