- Timothy Moe of Goldman Sachs names three reasons to support a higher S&P 500 level by the end of year, and he sticks to the expectation that the Fed will actually begin to taper in early 2022.
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- 00:00Investing under a new regulation regime. Just talk us throughthe mindset and how you've now approached this. Because it's not any more simple DCF modelling. Simple earnings multiple. Youdon't have to figure out what parts of this market might be affected. Right. I think you're right.Kind of the court of subject. So essentially the way we think about theregulation development in China is that while it's not from technology now it's been expanding into other areas which mightbe considered as public goods or social necessities in the eyes of Chinese policymakers. And the framework we use here is verysimple. We look at these CPI basket in China. So basically there are eight components underneath the headline index and eightcomponents. Of course you get clothing food housing education and things like that. Now if you look into each of these eightcategories and look at how much prices have risen over the past five years we identified that housing definitely has been risingpretty...
NEW YORK, August 19, 2021 – The Goldman Sachs Group, Inc. (“Goldman Sachs”) today announced that it has entered into an agreement to acquire NN Investment Partners from NN Group N.V. for approximately €1.6 billion1. The transaction is expected to close by the end of the first quarter of 2022, subject to regulatory and other approvals and conditions.
NN Investment Partners is a leading European asset manager based in The Hague, Netherlands, with approximately $355 billion2 in assets under supervision and approximately $70 billion in assets under advice. NN Investment Partners offers a broad range of equity and fixed income products, with a strong Environmental, Social and Governance (ESG) integration across its business. NN Investment Partners is a top-ranked ESG manager in Europe and 75% of its assets under supervision are ESG integrated.
With a heritage dating back almost 175 years, NN Investment Partners employs more than 900 professionals in...
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- 00:00What are your clients worried about right now and what are youtelling them. Well obviously the most topical issue now is the regulatorytightening that's been taking place in China. We've seen very very dramatic price action following the tightening in varioussectors really related to social or in so social parts of the economy. So that's really been front and center investors minds.Of course Jackson Hole is topical as well. And concerns over the potential timing and magnitude of U.S. tapering is somethingthat is at the back of investors minds. But really I think the issues now are tighter regulation and then also the rise of theDelta variance and how that might be affecting growth outlook. Those are the two key issues that have education focusing on theChina crackdown. Despite those concerns we continue to see turnover over volume in China pretty high as this TV chart onthe Bloomberg shows. Are we seeing investors chasing after some cheaper stocks there. Is that a good idea...
- 00:00ALLIANCE, TEMPING OUT LINGERING SUGGESTIONS OF A NEAR-TERM SUPPLY CRUNCH OR SUPER CYCLE." JOINING US IS DAMIEN COURVALIN, GOLDMAN SACHS HEAD OF COMMODITY RESEARCH. IS OPEC GOING TO LET A SUPPLY GLUT HAPPEN? DAMIEN: WE DON'T THINK OPEC ON ITS OWN WOULD LET A SIGNIFICANT OVERSUPPLY LOW WILL -- SIGNIFICANT OVERSUPPLY LOWER OIL PRICES NEXT YEAR, BUT WE ALSO HAVE A DIFFERENT OUTLOOK FOR NEXT YEAR. WE THINK DEMAND RECOVERY WILL BE MORE ROBUST AND SUSTAINED THROUGH NEXT YEAR, AND THE SUPPLY SIDE IS INCREASINGLY SHOWING SIGNS OF UNDERINVESTMENT, SO IN OUR OUTLOOK, 2020 DO -- 2022 IS STILL A TIGHT OIL MARKET THAT REQUIRES NORMALIZATION AND SPARE CAPACITY WITH I THINK RISK THAT SUPPLY ACTUALLY DISAPPOINTS AND KEEPS THE MARKET QUITE TIGHT NEXT YEAR. GUY: OPEC DOESN'T SOUND LIKE IT IS READY TO MAKE THAT DECISION QUITE YET. WHAT IS GOING TO PROMPT IT TO DO SO? AT THE MOMENT, IT SOUNDS CAUTIOUS. DAMIEN: AND IT IS THE RIGHT REACTION. REMEMBER, THEY AGREED TO THE...
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