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The Battle For Our Screens, Part 1: The Race to Entertain Us
Brett Feldman of Goldman Sachs Research, Adam Agress of Goldman Sachs Asset Management, and Alekhya Uppalapati of the Investment Banking Division talk about the rise of streaming and how movie theaters are adapting to the current environment.
Measuring the Equity Risk Premium
Lilia Peytavin, equity strategist on Goldman Sachs Research’s European Portfolio Strategy team, discusses the equity risk premium and what it reveals about the attractiveness of equities relative to bonds.
Markets Update: September Turbulence
Tony Pasquariello of Goldman Sachs' Global Markets Division explains how major stock market indices have backtracked somewhat from record highs in August – and why investors aren’t getting too worked up about it.
The Fintech Revolution
Jeff Gido, global head of the Financial Technology sector in Goldman Sachs’ Investment Banking Division, looks at the industry’s transformation over the past decade and how companies today are thinking about strategic activity.
From Abenomics to Suganomics: What’s Next for Japan
As Japan’s new prime minister takes office, what are the implications for economic policy and corporate governance reform? Kathy Matsui, chief Japan equity strategist for Goldman Sachs Research, weighs in.
Measuring ‘Alternative’ Sources of Returns
In recent years, investors have broadened their search for potential returns by taking on non-traditional or “alternative” risks. Many of these alternative risk premia (ARP) have historically been implemented by hedge funds and other institutional investors that develop long-short strategies aimed at mitigating market volatility. We sat down with Goldman Sachs Asset Management’s Federico Gilly and Matthew Schwab to discuss the latest developments in this space.