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Where Chinese Exports Are Gaining the Most Market Share
Goldman Sachs 2026-10-13 に公開
Chinese exports are surging worldwide—and particularly in emerging markets, says Trina Chen, co-head of Greater China Equity Research. In the Goldman Sachs Exchanges podc ...more
GS Research’s Trina Chen on the global sectors facing most competitive pressure from Chinese exports
Goldman Sachs 2026-10-13 に公開
Goldman Sachs' Mark Wilson discusses how hedge funds are navigating higher interest rates
Goldman Sachs 2026-10-12 に公開
Why the AI Trade is Moving Up the Stack
Goldman Sachs 2026-10-10 に公開
In this month's highlight from The Macro Call, host Mark Wilson is joined by Ben Snider and Peter Callahan to discuss the key drivers of today's market environment. They ...more
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Goldman Sachs 2026-10-09 に公開
Hedge fund positioning in equities for long-short strategies is at historically low levels amid ongoing volatility in interest rates and oil prices, says Mark Wilson, hea ...more
Sharmin Mossavar-Rahmani: Long US Stocks Amid Volatility
Goldman Sachs 2026-10-09 に公開
In a special episode of The Breaks of the Game, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and CIO of Wealth Management, reflects on her 33-year care ...more