Market takeaways from 2024’s World Economic Forum

Market takeaways from 2024’s World Economic F...

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“We Like Bonds”

How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on December 17, 2025. The opinions an ...  Afficher plus

Are More Rate Cuts Coming?

What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? Josh Schiffrin, chief strategy officer and head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the ...  Afficher plus

Épisodes Recommandés

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
Exchanges

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ...  Afficher plus

The Markets: Why European stocks are beating US equities
Exchanges

Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly pod ...  Afficher plus

What’s come out of Davos?
Marketplace Morning Report

Today, the World Economic Forum is wrapping up in Davos, Switzerland. There, meetings have been held between company heads and global leaders. Key themes include artificial intelligence, increasingly complicated relationships between world powers and prospects of another potentia ...  Afficher plus

BlackRock's Vice Chairman Talks Economy, Geopolitics
Bloomberg Talks

BlackRock's Vice Chairman Philipp Hildebrand discusses his outlook for the US economy, tensions in the middle east, and challenges facing the finance sector. He spoke with Bloomberg's Francine Lacqua from the sidelines of the World Economic Forum's annual meeting in Davos.

...  Afficher plus