The three top equity market themes

The three top equity market themes

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Emerging Markets Could Keep Surging

After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorde ...  Show more

“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 ...  Show more

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Rich Pickings: Fidelity's Asset Allocation Podcast

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and ...  Show more

Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets
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We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a candid interview with one of o ...

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