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.
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
Why the global economy and markets can continue to outperform in 2024
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
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
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