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.
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?
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?
The Markets: Fed rate hikes, banking stress & debt limit concerns
Is big tech back?
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
TED Radio Hour
FT Alphachat
Freakonomics Radio
Odd Lots
Slate Money