As the implications of coronavirus reverberate across markets, industries and the global economy, we’ve launched a daily video series to highlight the latest insights from Goldman Sachs experts around the world, recorded from wherever they are working.
Jenny Chang, portfolio manager for Goldman Sachs Asset Management’s Fundamental Equity team, discusses how the pandemic is driving innovation and increased collaboration across the healthcare industry.
Clif Marriott, co-head of Goldman Sachs’ Technology, Media and Telecom Group in EMEA, discusses the evolution of Europe’s tech industry and how the crisis is accelerating trends across the sector, including growth in e-commerce and collaboration software as well as the digitization of content.
Rod Hall, senior equity analyst for Goldman Sachs Research’s Hardware and Communications Technology group, discusses how the rapid transition to working remotely could pave the way for technologies like virtual reality, enterprise infrastructure at home, and more.
Michelle Cheng, equity analyst for Goldman Sachs Research, discusses the framework her team is using to analyze consumer behavior in China and the key data points they are focused on to forecast long-term growth across a range of retail categories.
Michael Siegel, head of the Insurance Asset Management and the Liquidity Solutions businesses within Goldman Sachs Asset Management, talks about the ways the insurance industry is adapting to the challenges brought on by the coronavirus.
Kevin Daly, co-head of Goldman Sachs’ CEEMEA Economics Research, discusses the impact of the pandemic on emerging markets government deficit and debt levels, and the fiscal adjustments that are likely to be required in the aftermath of the crisis.
Axel Hoefer, Goldman Sachs’ head of auto industry coverage in Europe, discusses the impact of coronavirus on the global demand for cars and the outlook for manufacturing as production restarts in some countries.
Jen Davis, Goldman Sachs’ head of retail investment banking, discusses the impact of the pandemic on various parts of the retail industry, including the potential shift in consumer behavior and the outlook for e-commerce.
Lotfi Karoui, Goldman Sachs Research’s chief credit strategist, discusses the state of corporate credit markets and his outlook for corporate defaults in the months ahead.
Heath Terry, Goldman Sachs Research’s business unit leader for the Technology, Media and Telecom Group, discusses his team’s new report “U.S. Reopening Scale,” which aggregates data across a wide range of consumer and business segments to quantify where the economy sits between full lockdown and a return to activity levels last seen before the COVID-19 outbreak.
Ben Frost, head of Mergers & Acquisitions for Goldman Sachs’ Consumer Retail Group, discusses the impact of coronavirus on grocery stores, supply chains, and consumer behavior.
Richard Gnodde, chief executive officer of Goldman Sachs International, discusses how business leaders in Europe are thinking about their corporate planning and decision-making in response to the economic downturn.
Ashish Shah, co-chief investment officer for Goldman Sachs Asset Management’s Global Fixed Income and Liquidity Solutions business, discusses the wave of fallen angels as rating agencies downgrade the debt of blue-chip companies at the fastest rate since the financial crisis.
Stacy Selig, co-head of Goldman Sachs Global Sales Strats and Structuring, talks about how she’s helping investors see past the broader trends reflected in major indices and dig deeper to find the tactical drivers of the global economy in a time of historic disruption and uncertainty.
Allison Nathan, senior strategist for Goldman Sachs Research, discusses her latest Top of Mind report where she speaks with leading experts across health and policy to understand how well-positioned the U.S. is to achieve a safe reopening of the economy and how quickly it would translate into economic recovery.
Matt Gibson, co-head of Goldman Sachs Global Investment Banking Services, discusses what’s on the minds of CEOs as they navigate the shutdown—from an early focus on liquidity and adapting to work from home, to first quarter earnings and the long-term outlook for their businesses.
Laura Destribats, portfolio manager for Goldman Sachs Asset Management’s fundamental equity team, discusses how the economic shutdown is accelerating growth across industries like video conferencing, e-commerce, streaming, and social media.
José Manuel Barroso, chairman of Goldman Sachs International and former president of the European Commission, weighs in on the economic relief package endorsed by European leaders.
Jonny Fine, head of Goldman Sachs’ Investment Grade Syndicate in the Americas, discusses what’s driving the corporate credit markets during a time of unprecedented uncertainty.
On the heels of a record low quarterly growth report out of China, the firm’s chief Asia economist Andrew Tilton discusses what the data mean for the country’s growth target and where we’re seeing signs of recovery.
Gonzalo Garcia, Goldman Sachs co-head of Latin America and head of Investment Banking in Latin America, discusses how the current environment is impacting the region’s economy and how the firm is helping clients access capital to stabilize economies across the region.
Kathleen Hughes, global head of Liquidity Solutions in Goldman Sachs Asset Management, discusses the emerging focus on money markets and short-duration investing as businesses look to navigate the current market environment.
Michele Della Vigna, Goldman Sachs Research’s head of EMEA natural resources, discusses the dual challenges the world’s oil producers are facing from coronavirus and a battle for market share, which has caused a global imbalance in the supply and demand for oil.
Marshall Smith, global head of the Healthcare Group in Goldman Sachs’ Investment Banking Division, discusses the healthcare industry’s progress towards the advancement and availability of testing and therapeutics for COVID-19.
Atte Lahtiranta, Goldman Sachs’ chief technology officer, discusses ways that the pandemic is accelerating the digital transformation of the financial services industry, and the long-term implications across industries.
Kevin Kelly, Goldman Sachs’ co-head of Global Prime Services, discusses how hedge funds are navigating historic levels of market volatility and clients’ “constructive, cautiously optimistic” sentiment looking ahead.
Mike Moran, pension strategist in Goldman Sachs Asset Management, discusses how market volatility is affecting retirement investments, including corporate defined benefit pensions and 401(k) plans.
Goldman Sachs Research’s Kathy Matsui, co-head of macro research in Asia and chief Japan equity strategist, discusses the economic impact of the postponement of the Tokyo Summer Olympics and Paralympics and how the pandemic is affecting the outlook for Japanese equities.
Susie Scher, co-head of the Global Financing Group in Goldman Sachs’ Investment Banking Division, discusses how companies are accessing capital in an uncertain environment.
Goldman Sachs Research’s Kamakshya Trivedi, co-head of global foreign exchange, interest rates and emerging markets strategy research, discusses indicators his team is watching to assess when markets will hit bottom.