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.
Is big tech back?
What happens if the U.S. government can’t pay its bills?
The Markets: Volatility, Earnings, and European Equities
Navigating the trillion dollar path to a more sustainable economy
How Porsche CEO Oliver Blume is driving innovation
The Markets: A ‘bulletproof’ stock market?
Navigating the ‘perfect storm’ in commercial real estate
What’s on the minds of the world’s largest investors?
All about bank(panic)s and the implications for policy
How Europe’s tech startups are continuing to innovate in the current market
What’s driving the surge in shareholder activism activity?
Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics
Navigating the new geopolitical and technology landscape
What the banking turmoil means for investors’ portfolios
The impact of bank failures on markets and the economy
How much higher can bond yields go?
How 3 retail CEOs are navigating today’s economic landscape
Is it time to invest in emerging markets?
Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance
Are we on the cusp of a generative AI revolution?
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