Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook for U.S. credit markets. This episode of Goldman Sachs Exchanges is based on Goldman Sachs Research’s latest Top of Mind report.
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
What’s next for China’s economy?
Generative AI: hype, or truly transformative?
Why 'everything aligns' for Japanese stocks
Why global equities are poised for “fat and flat” returns
What’s ahead for the U.S. economy?
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
The Markets: What the Fed’s hawkish pause means for markets
An inside look at family offices’ investing strategies
The Markets: Why the AI-driven tech rally has legs
How countries and companies are reshaping their supply chains
The Markets: What’s next for U.S. Treasuries
Daunting debt limit dynamics
The Markets: Are markets pricing in the potential of a default?
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
The Markets: Why European stocks are beating US equities
Investing during times of market stress
The Markets: Pricing in the probability of a recession
Breaking Free: The rise of corporate separations
U.S.-China: more decoupling ahead?
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