Topics
Insights on the global economy, markets and topics related to our business.
Latest
COVID-19’s Impact on the Future of Fintech
The pandemic is accelerating the adoption of financial technology, known as fintech, among consumers, businesses and government entities. Goldman Sachs’ Jeff Gido and Brandon Watkins of the Investment Banking Division shared their insights on the secular trends driving fintech growth and how the shutdown is creating opportunities in the sector.
Daunting Debt Dynamics
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.
Accelerated Innovation in the Healthcare Industry
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.
Markets Update: Investors Assess U.S.-China Risks
Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from US-China tensions to ongoing COVID-19 uncertainty.
The Great Reset: A Framework for Investing After COVID-19
Goldman Sachs Research explores topics and questions related to COVID-19 and provides a framework for the post-COVID-19 investing environment across three phases (preservation, consolidation and innovation) that capture the structural dynamics of the competitive environment.
The Evolution of Europe’s Tech Landscape
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.