Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episode of Goldman Sachs Exchanges: Great Investors, Jain discusses his approach to managing portfolios and building teams, as well as his views on the macroeconomic and investment landscape.
Impactive Capital’s private equity approach to ESG-oriented activism
Is US outperformance at a turning point?
Unlocking the AI M&A Supercycle
Commercial real estate risks
Implications of a higher-for-longer rate regime
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
Why most Americans aren’t saving enough for retirement
The IPO market’s soft opening
Tech companies are investing in growth
Emerging market equities poised to overtake developed market equities
How companies, private equity firms, and institutional investors are navigating the global economy
A conversation with Renaissance Technologies CEO Peter Brown
The Fed is likely finished hiking rates as the US avoids recession
The economic potential of closing gender and racial gaps
The music industry’s turning point
BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment
Corporate credit concerns
Germany: a country at the crossroads
Why the U.K.’s high inflation has global implications
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
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