During last month’s Goldman Sachs European Financials Conference, executives from major European banking, insurance, real estate and diversified financials companies joined policymakers, regulators and investors to discuss the hot topics of the day. Jernej Omahen, head of the European Financial Institutions Group for Goldman Sachs Research, sat down with us to share his main takeaways from the virtual event.
John Storey, head of Goldman Sachs’ equities franchise in EMEA, takes stock of market performance over the first half of the year, and discusses themes that will be top of mind for investors through the rest of 2021.
Mutual fund flows into European stocks year-to-date are the strongest since 2015. Goldman Sachs Research’s Sharon Bell explains the factors driving investor interest.
Kene Ejikeme of Goldman Sachs Global Markets discusses the key themes European investors are watching—from the impact of fiscal policy on markets to the “reopening theme”—and how Europe is poised to benefit from a global recovery.
Clif Marriott, co-head of Goldman Sachs’ Technology, Media and Telecom Group in EMEA, discusses what the growing scale and breadth of European tech companies—along with bolder ambitions from European tech founders to grow their businesses to multi-billion dollar valuations—means for the European tech landscape.
The surge in electric vehicle sales is charging up the battery market in Europe, explains Michael Bruun, who invests in companies focused on sustainability for Goldman Sachs Asset Management.
Anna Skoglund of Goldman Sachs’ Investment Banking Division discusses the 25% increase in private equity deal volumes year-over-year, the types of deals and sectors driving this activity, and what the supportive capital markets backdrop means for investing at current valuations.
Lisa Yang, head of the European Media and Internet Research team in Goldman Sachs Research, discusses her recent report on the acceleration of Europe’s digital economy and the emergence of European digital champions.
In Europe there are some tantalising signs of progress on women’s contribution to the economy: most notably, participation rates for women in the workforce have risen dramatically and continue to move up. In many European countries they are now above rates in the US.
Anthony Gutman, global co-head of Goldman Sachs’ Investment Banking Services, discusses European corporate sentiment for the second half of 2020, including a renewed focus on strategic activity as well as an emphasis on corporate responsibility.
Elizabeth Martin, head of EMEA Equities Execution Services and Systematic Market Making, discusses the evolving liquidity landscape, the advancement of electronic trading and how European clients are navigating the capital markets heading into the second half of the year.
In this episode of Talks at GS, Doreen Lawrence, Baroness Lawrence of Clarendon, discusses her work campaigning for justice following her son Stephen’s 1993 murder and her views on race relations today.
Alberto Gandolfi, head of European Utilities for Goldman Sachs Research, discusses the potential of the European Commission’s Green Deal to reshape the European economy and transform energy consumption from manufacturing to transportation.
Lars Humble, who focuses on debt syndication for sovereigns, supranationals and agencies within Goldman Sachs’ Financing Group, discusses the impact of the pandemic on the role of multinational development agencies and the shift in investor sentiment around social bonds.
Jernej Omahen, head of the European Financial Institutions Group for Goldman Sachs Research, shares what was discussed at the firm’s 24th European Financials Conference—a virtual gathering of bank executives, investors, regulators, and policymakers.
Philippe Camu, global co-head of the infrastructure investment group, talks about how the next big public-works projects are more focused on fiber and data centers than traditional construction like roads and airports.
Alain Durré, Senior European Economist for Goldman Sachs Research, discusses the impact of the European Central Bank’s decision to expand its bond-buying program, and the prospect of fiscal stimulus by EU member countries.
Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind.
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.
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.
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.
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.
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.
In this episode of Talks at GS, Goldman Sachs’ Sharmin Mossavar-Rahmani discusses the economic and public health implications of coronavirus for Europe with a number of leading health and economic experts.
Infectious disease expert Peter Piot discusses the origination, spread and management of COVID-19, lessons from his prior work discovering and managing the Ebola virus, and steps to take to prepare for future outbreaks.
Alastair Campbell, political strategist and former director of communications for Prime Minister Tony Blair, discusses his experience with depression, how he copes with the disease and his perspective on mental health issues among young people. Watch Video
Goldman Sachs’ Michele Della Vigna explains his latest research on the future of energy in the age of climate change.
Goldman Sachs Research expects a gradual pickup in eurozone growth from its current pace of 0.2% to 1.1% for 2020. Watch Video
Green energy is making up a growing portion of the global energy mix, and Europe is leading the way. Goldman Sachs Research explains how technological advances have slashed the costs of wind and solar power, helping fuel the region’s renewables boom.
Former BP CEO Lord John Browne discusses the future of the fossil fuel industry, why engineering has been so critical to advancing civilization, and how social policy is adapting to those advances. Watch Video
Climate change, advancing technologies and shifting workforce dynamics are among the top priorities for small businesses in the UK, according to survey results released by Goldman Sachs’ 10,000 Small Businesses UK at the firm’s Business 2030 conference held in London earlier this month. We spoke with Goldman Sachs’ Charlotte Keenan, who leads the firm’s Office of Corporate Engagement for the EMEA and APAC regions, to share how entrepreneurs are running their businesses in the face of global uncertainty. Learn More
Faced with geopolitical uncertainty, a slowing economy and negative yields, more than 180 German companies shared their strategies and challenges with investors at Goldman Sachs’ eighth annual German Corporate Conference, held in Munich last month. We sat down with Goldman Sachs’ Michael Schmitz, co-head of the Securities Division in Germany and Austria, to discuss key takeaways from the event. Learn More
Computer scientist Stuart J. Russell discusses how artificial intelligence is shaping both the future of innovation and the future of work and his views on how society can adapt to those changes. Watch Video
Europe’s slow economic growth and low inflation have led many to wonder if the region is at risk of “Japanification.” In this episode of The Long & Short of It, Sharon Bell of Goldman Sachs Research explains some of the lessons investors can take from Japan’s recent past to better understand Europe’s future. Watch Video
Kaspar Basse discusses his experience launching and running Joe & The Juice over the last 17 years, his efforts to bring continuous innovation to the industry and why he says people are the secret to his success. Watch Video
Leda Braga discusses founding and building the culture of the investing firm Systematica Investments, how science and technology drives her investment strategy, and her observations on the latest trends in the systematic investing landscape. Watch Video
The shift to a low-carbon economy is changing the competitive landscape of the energy industry. Goldman Sachs Research explains how big oil and utility companies are finding new opportunities as they transition to a renewable future. Watch Video
Ahead of this week's 23rd annual European Financials Conference in Paris -- one of Goldman Sachs' longest-running events in Europe -- we sat down with Jernej Omahen, head of European Financials Research, to discuss the challenges facing Europe's banks and insurers, from earnings pressures, to political and macro uncertainty, to competition from fintech startups. Learn More
Niklas Zennström, CEO and Founding Partner of Atomico and founder of Skype, discusses his journey as a tech entrepreneur and his views on how the tech community is putting a new focus on addressing broader societal issues. Watch Video
Saadia Zahidi, author of Fifty Million Rising, discusses the “quiet revolution” of Muslim women entering the workforce, and the cultural and economic shifts it is causing throughout the Muslim world. Watch Video
From AI to mobility, we asked leading figures at the Goldman Sachs Disruptive Technology Symposium in London what they see as the next big technology trend of the future. Watch Video
Fashion designer Anya Hindmarch discusses the innovation driving her fashion business, the storytelling in her designs and how technology continues to change the way she markets her products to the consumer. Watch Video