Insights on the global economy, markets and topics related to our business.
Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration. Host Allison Nathan, creator and author of the Top of Mind report on which the episode is based, speaks with Goldman Sachs Research’s Jari Stehn, former ECB Chief Economist Otmar Issing, former PM of Italy and President of the EC Romano Prodi and Oxford’s Timothy Garton Ash.
After most of the large banks reported their quarterly earnings last week, we sat down with Goldman Sachs Research’s Richard Ramsden, Business Unit Leader of the Financials Group, to discuss the implications for markets.
The Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative ruling coalition in Germany, looks set to put the region on a path towards increased integration, higher growth, and better investor returns. But whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration and growth is Top of Mind.
With a strengthening debate among investors for splitting an emerging market (EM) mandate into China and EM ex-China strategies, given China’s significant market size, its rising dominance in the EM benchmark and idiosyncratic factors such as geopolitics and regulatory policy that could affect its performance, Goldman Sachs Research discusses the implications for investors and portfolio allocations.
From the 2021 Builders + Innovators Summit, Goldman Sachs’ Kim Posnett speaks with two entrepreneurs—Kate Ryder, Founder and CEO of Maven, and Kabir Shahani, CEO of Amperity—about building businesses for the long-term, raising capital in an “aggressive” fundraising environment and fostering a culture of innovation.