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☆ Watch CNBC's full interview with Goldman Sachs' Alexandra Wilson-Elizondo
▼ + stars: | 2023-06-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Goldman Sachs' Alexandra Wilson-ElizondoAlexandra Wilson-Elizondo, Goldman Sachs Asset Management deputy CIO of multi-asset solutions, joins 'Squawk on the Street' to discuss what it'll take to tame inflation, the message from the last Federal Reserve meeting, and more.

Persons: Goldman Sachs, Alexandra Wilson, Elizondo Alexandra Wilson, Elizondo, Goldman Organizations: Asset Management, Reserve

☆ It's a really high bar for Fed not to hike rates, says Goldman Sachs' Alexandra Wilson-Elizondo
▼ + stars: | 2023-06-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a really high bar for Fed not to hike rates, says Goldman Sachs' Alexandra Wilson-ElizondoAlexandra Wilson-Elizondo, Goldman Sachs Asset Management deputy CIO of multi-asset solutions, joins 'Squawk on the Street' to discuss what it'll take to tame inflation, the message from the last Federal Reserve meeting, and more.

Persons: Goldman Sachs, Alexandra Wilson, Elizondo Alexandra Wilson, Elizondo, Goldman Organizations: Asset Management, Reserve

☆ Watch CNBC's full interview with Northern Gritstone's Jim O'Neill
▼ + stars: | 2023-06-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Northern Gritstone's Jim O'NeillJim O'Neill, former Goldman Sachs Asset Management chairman and chief economist and Northern Gritstone chairman, joins 'Squawk on the Street' to discuss why the Bank of England hiked borrowing rates by more than expected, the Fed's fight to tame inflation, and more.

Persons: Jim O'Neill Jim O'Neill Organizations: Northern, Goldman Sachs, Management, Bank of England Locations: Northern

☆ Northern Gritstone's O'Neill: Years after Brexit, it looks like we haven't a clue about anything
▼ + stars: | 2023-06-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNorthern Gritstone's O'Neill: Years after Brexit, it looks like we haven't a clue about anythingJim O'Neill, former Goldman Sachs Asset Management chairman and chief economist and Northern Gritstone chairman, joins 'Squawk on the Street' to discuss why the Bank of England hiked borrowing rates by more than expected, the Fed's fight to tame inflation, and more.

Persons: Gritstone's O'Neill, Jim O'Neill Organizations: Goldman Sachs, Management, Bank of England Locations: Northern

☆ Goldman Sachs Asset Management head of healthcare investing to leave
▼ + stars: | 2023-06-20 | by ( Saeed Azhar | ) www.reuters.com time to read: +1 min

NEW YORK, June 20 (Reuters) - The head of healthcare investing at Goldman Sachs Asset Management (GS.N), Jo Natauri, will leave the company at the end of the year to pursue other opportunities in the sector. "We're entering a pretty attractive period for healthcare private investing, which I think could be pretty interesting to explore," Natauri told Reuters, without giving details about her next move. Goldman Sachs Asset Management (GSAM) has invested $5 billion in healthcare assets over the last five years, she said. Natauri, who will step down from Goldman Sachs Group's elite partner ranks, spent 17 years at the U.S. banking group. "She's poised for success, and I'll be rooting for her," Goldman Sachs CEO David Solomon said in a statement.

Persons: Jo Natauri, Natauri, Goldman, Goldman Sachs, She's, David Solomon, Nicole Agnew, Jeff Bernstein, Adam Dawson, Saeed Azhar, Lananh Nguyen, Susan Fenton Organizations: YORK, Goldman Sachs Asset Management, Reuters, Asset Management, Thomson

☆ The Fed just held interest rates and signaled future hikes at the same time – a move that baffled many. Here's how Larry Summers, Mohamed El-Erian, and others have reacted.
▼ + stars: | 2023-06-17 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +6 min

The Fed pressed pause on its interest-rate increases this month after boosting borrowing costs 10 times since early 2022. The move spurred a wave of commentary given the central bank at once held rates and signaled more hikes. "It seems like the unanimity of opinion that we need more rate hikes has been clear, but the path of rate hikes is all over the place," he added. "It was what I would call, an awkward but hawkish pause," he added. Peter Schiff, chief global strategist at Euro Pacific Capital"Don't believe the hype on the Fed's hawkish pause on rates.

Persons: Larry Summers, Mohamed El, David Rosenberg, Jeff Gundlach, —, Jerome Powell, Summers, Erian, Tom, Dick, Harry, " Rosenberg, Gundlach, Steve Forbes, Forbes, Don't, Richard Clarida, they've, they're, Clarida, Whitney Watson, Watson, Peter Schiff, Schiff Organizations: Fed, Service, Federal Reserve, Bloomberg, Erian, Allianz, CNBC, Federal, Global, Goldman Sachs, Euro

☆ Goldman's Candice Tse says investors need to rethink their portfolio construction
▼ + stars: | 2023-06-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman's Candice Tse says investors need to rethink their portfolio constructionCandice Tse, Goldman Sachs Asset Management managing director, speaks with CNBC from the Financial Advisor Summit.

Persons: Candice Tse, Goldman Organizations: Asset Management, CNBC, Financial, Summit

☆ Still-hawkish Fed pauses rate tightening after 10 straight hikes
▼ + stars: | 2023-06-14 | by ( ) www.reuters.com time to read: +13 min

While the market expected a hawkish pause, this is even a little bit more hawkish than market participants anticipated and that’s why you’re having a negative reaction in risk assets. So, it does suggest that the Fed is looking to tighten policy further, but the big question is can the Fed credibly commit to two more rate hikes if they just decided to actually hold rates steady. And what is the threshold for further rate hikes? “GEORGE YOUNG, PORTFOLIO MANAGER, VILLERE & CO, NEW ORLEANS"This a pregnant pause, meaning that they said they're going to pause hikes today but they're going to increase later. ANGELO KOURKAFAS, SENIOR INVESTMENT STRATEGIST, EDWARD JONES, ST LOUIS"We're seeing a more hawkish pause.

Persons: QUINCY KROSBY, Powell, He’s, BRIAN JACOBSEN, MENOMONEE, ” ANDRZEJ SKIBA, ” GENNADIY GOLDBERG, they’ve, ” ELLEN HAZEN, Logan, Waller, “ GEORGE, ANGELO KOURKAFAS, EDWARD JONES, They've, MICHAEL BROWN, hawkishly, WHITNEY WATSON, GOLDMAN, “, STOVALL, ” PAUL NOLTE, MICHAEL JAMES Organizations: YORK, Federal Reserve, Federal, U.S, RBC, CPI, PPI, Powell &, Cleveland Fed, Global Finance, Markets, Thomson Locations: U.S, CHARLOTTE, NC, WISCONSIN, WELLESLEY , MASSACHUSETTS, ORLEANS, GOLDMAN SACHS, Manheim, ALLENTOWN, CHICAGO

☆ Here's the 18-page deck a fintech looking to broaden access to private credit used to raise a $30 million Series B
▼ + stars: | 2023-06-07 | by ( Paige Hagy | ) www.businessinsider.com time to read: +5 min

It supports borrowers, investors, and underwriters with its software solution. This startup is building a digital solution for the historically analog world of private credit. Private credit is an alternative asset class consisting of loans privately negotiated outside of the public debt markets. Examples of private credit include student loans taken from outside the government, small-business loans, and consumer loans. "We're ready to scale in a market and a time right now that is all in favor and support of private credit," Chu said.

Persons: Nelson Chu, Chu, it's Organizations: underwriters, Goldman Sachs, Management, White Star Capital, Underwriters, Fitch Group, Juniper Locations: Chu

☆ Percent is looking to digitize the analog world of private credit. Here's the 18-page pitch deck it used to raise a $30 million Series B.
▼ + stars: | 2023-06-02 | by ( Paige Hagy | ) www.businessinsider.com time to read: +5 min

This startup is building a digital solution for the historically analog world of private credit. Private credit is an alternative asset class consisting of loans privately negotiated outside of the public debt markets. Examples of private credit include student loans taken from outside the government, small-business loans, and consumer loans. Digitizing an analog marketplaceThe private-credit market traditionally operates in an analog system, with deals being conducted over phone calls and emails and monitored on spreadsheets. "We're ready to scale in a market and a time right now that is all in favor and support of private credit," Chu said.

Persons: Nelson Chu, Chu, it's Organizations: underwriters, Goldman Sachs, Management, White Star Capital, Underwriters, Fitch Group, Juniper Locations: Chu

☆ Watch CNBC’s full interview with Citi’s Steven Wieting and Goldman Sachs’ Elizabeth Burton
▼ + stars: | 2023-05-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Citi’s Steven Wieting and Goldman Sachs’ Elizabeth BurtonElizabeth Burton, client investment strategist with Goldman Sachs Asset Management, and Steven Wieting, chief investment strategist at Citi Global Wealth Management Investments, join 'The Exchange' to discuss the risk and rewards involved in investing in China, how to find opportunities in emerging markets, and more.

Persons: Citi’s Steven Wieting, Goldman Sachs, Elizabeth Burton Elizabeth Burton, Steven Wieting Organizations: Goldman Sachs Asset Management, Citi Global Wealth Management Investments Locations: China

☆ You can't put all your chips just on China, says Goldman Sachs’ Elizabeth Burton
▼ + stars: | 2023-05-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou can't put all your chips just on China, says Goldman Sachs’ Elizabeth BurtonElizabeth Burton, client investment strategist with Goldman Sachs Asset Management, and Steven Wieting, chief investment strategist at Citi Global Wealth Management Investments, join ‘The Exchange’ to discuss the risk and rewards involved in investing in China and more.

Persons: Goldman Sachs, Elizabeth Burton Elizabeth Burton, Steven Wieting Organizations: Goldman Sachs Asset Management, Citi Global Wealth Management Investments Locations: China

"With loan terms tougher and tighter, the option for private credit providers is on steroids," said Drew Schardt, head of investment strategy at Hamilton Lane, one of the largest investment firms in private markets. Pietrzak sees "attractive" assets in auto and consumer lending. POISED TO GAIN SHAREInvestors providing private credit comprise 12% of the $6.3 trillion U.S. commercial credit market, according to Fitch Ratings. "The tightening of lending standards creates opportunities for private credit to gain share," said Lyle Margolis, Fitch's head of private credit. While private credit funds have grown swiftly, the risks they pose to the financial system appear limited, the Federal Reserve wrote in a report this month.

☆ These are the 6 best long-term investing opportunities right now, according to a global portfolio management head at Goldman Sachs
▼ + stars: | 2023-05-18 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

Investors should take a long-term view of the market, according to Luke Barrs of Goldman Sachs Asset Management. A long-term focus keeps Barrs level-headed when faced with a constant barrage of concerns that leads some to panic-sell. 6 places to put your money right nowAfter breaking down his investing philosophy, Barrs shared six investments he likes right now. Going forward, emerging markets stocks should benefit from a weaker US dollar, stronger earnings, and China's continued economic reopening, which is leading to a tourism boom. Within emerging markets, Barrs especially likes India.

☆ U.S. needs to fall into a deep recession for 'aggressive' rate cuts to happen: Strategist
▼ + stars: | 2023-05-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. needs to fall into a deep recession for 'aggressive' rate cuts to happen: StrategistJames Ashley of Goldman Sachs Asset Management says it'll be "really aggressive" if the U.S. Federal Reserve cuts interest rates by 80 basis points by year-end, and 300 basis points by the end of 2024.

☆ Watch CNBC's full interview with Northern Gritstone's Jim O'Neill on China's post-Covid rebound
▼ + stars: | 2023-05-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Northern Gritstone's Jim O'Neill on China's post-Covid reboundJim O’Neill, former Goldman Sachs Asset Management chairman and chief economist and Northern Gritstone chairman, joins 'Squawk on the Street' to discuss the loss of momentum in China, if China's still long-term investible and more.

☆ US-China tensions remain 'major issue' for world markets, says Jim O'Neill
▼ + stars: | 2023-05-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUS-China tensions remain 'major issue' for world markets, says Jim O'NeillJim O’Neill, former Goldman Sachs Asset Management chairman and chief economist and Northern Gritstone chairman, joins 'Squawk on the Street' to discuss the loss of momentum in China, if China's still long-term investible and more.

OAKLAND, California, May 4 (Reuters) - Impact Nano, a Massachusetts-based startup that makes specialty chemicals for the semiconductor industry and others, said on Thursday it raised $32 million in funding from investors including Intel Capital and Goldman Sachs Asset Management. And they are made in regions of political instability," said Matthew Stephens, CEO and co-founder of Impact Nano. Stephens said Impact Nano is inventing new ways to produce chemicals that chip makers use. Stephens also said Impact Nano is looking to apply for some of the CHIPS Act funding that will support the suppliers for semiconductor manufacturing. Goldman Sachs Asset Management is part of Goldman Sachs Group Inc (GS.N) and Intel Capital is the investment arm of U.S. chip giant Intel Corp (INTC.O).

☆ Shah: Invest in longer-term bonds ahead of the latest Fed meeting decision
▼ + stars: | 2023-05-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShah: Invest in longer-term bonds ahead of the latest Fed meeting decisionAshish Shah, Chief Investment Officer of Public Investing at Goldman Sachs Asset Management, discusses how to position ahead of the latest Fed decision.

☆ The market's missing Marvell and its leverage to AI, says Goldman Sachs' Dane
▼ + stars: | 2023-05-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market's missing Marvell and its leverage to AI, says Goldman Sachs' DaneBrook Dane, Goldman Sachs Asset Management, joins 'Squawk on the Street' to discuss ways to play the AI craze that aren't the apparent move, the thought process behind cloud software companies and much more.

☆ 'Welcome to the recession:' Most of Wall Street still sees trouble ahead for the U.S. economy
▼ + stars: | 2023-04-27 | by ( Jeff Cox | ) www.cnbc.com time to read: +5 min

In fact, excluding the drag from inventories, GDP growth actually would have been closer to 3.4%, well above trend. However, most economists and strategists on Wall Street think the U.S. economy is still on the path to recession. We continue to expect the drag from higher interest rates and tightening credit conditions to push the economy into a mild recession soon." Jim Baird, chief investment officer, Plante Moran Financial Advisors "For all the discussion of recession risk – which is very real – consumers remain willing and able to spend. Recession risks remain elevated; the first estimate of Q1 GDP confirms that the economy continues to slow.

☆ Goldman Sachs strategist says these investments are 'starting to look attractive again'
▼ + stars: | 2023-04-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs strategist says these investments are 'starting to look attractive again'James Ashley, head of international market strategy at Goldman Sachs Asset Management, discusses which investments look attractive right now, and the likelihood of a recession.

☆ Goldman Sachs and UBS warn that lower inflation won't be enough to make stocks rally — but these 7 investments can help investors earn a profit anyway
▼ + stars: | 2023-04-14 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Investors have mostly yawned at lower inflation data this week, keeping stocks range-bound. Strategists at the asset management arms of Goldman Sachs and UBS are signaling caution. The message from markets is clear: lower inflation isn't necessarily a green light for stocks. Strategists at UBS Global Wealth Management (GWM) and Goldman Sachs Asset Management issued even sterner warnings, with neither seeing much upside for stocks in the foreseeable future. Goldman Sachs Asset Management is also bullish on long-duration assets while the economy weakens, especially compared to riskier high-yield bonds.

☆ Slowing US inflation shifts investor focus to earnings season
▼ + stars: | 2023-04-12 | by ( David Randall | ) www.reuters.com time to read: +4 min

Wednesday’s data showed consumer prices growing at a slower pace than expected last month, bolstering the argument that inflation is decelerating. Yet some investors believe markets may have already accounted for a mild inflation slowdown and say further gains in stocks could depend on whether upcoming corporate earnings - especially results from banks - can beat forecasts. Earnings per share for the six largest U.S. banks are expected to fall 10% from the same quarter last year, according to Refinitv data. Overall, analysts expect S&P 500 earnings to fall 5.2% in the first quarter of 2023 from the year-ago period, I/B/E/S data from Refinitiv as of April 7 showed. That weakness would come on the heels of a 3.2% earnings fall in the fourth quarter of 2022, a back-to-back decline known as an earnings recession which has not occurred since COVID-19 blasted corporate results in 2020.

☆ AlphaSense valued at $1.8 billion after CapitalG-backed fundraise
▼ + stars: | 2023-04-11 | by ( ) www.reuters.com time to read: +1 min

April 11 (Reuters) - AlphaSense said on Tuesday it has raised $100 million in a fresh round of funding backed by Alphabet's venture capital arm CapitalG that valued the market intelligence platform at $1.8 billion. Heightened volatility in the stock markets due to the U.S. Federal Reserve's monetary tightening have prompted companies to tap private investors as the appetite for public listings remains subdued. New York-based AlphaSense said it will use the funds to further its advanced artificial intelligence capabilities. Last year, the company was valued at $1.7 billion after raising $225 million. AlphaSense helps its customers extract relevant information from a trove of public and private content such as equity research, earnings calls, company filings and news.

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