In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit
Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldman Sachs Exchanges, Solomon explains how businesses are harnessing AI for their own businesses, and how Goldman Sachs is thinking about its strategic priorities, including the growth of private credit.
Date of recording: January 27, 2025
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20:10
Navigating the volatility in global bond markets
Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and investors on Goldman Sachs Exchanges.
Date of recording: January 17, 2025
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23:46
Keep on truckin’: Will the US continue to outperform other markets?
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and why the team’s long-held investment recommendations—US preeminence and staying invested—remain intact.
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19:30
Navigating 2025: Why investors need to diversify and hedge their portfolios
2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead.
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23:34
A perfect setup for the financial sector?
Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman Sachs Research’s Richard Ramsden, business unit leader of the financials group, and Alex Blostein, who covers the asset management industry, on Goldman Sachs Exchanges.
Date of recording: December 16, 2024
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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