Word on the Street

#238: Goldman Sachs – How do investment themes reveal opportunities to investors?

Sep 19, 2023
Guest
Will Hobbs
Guest
Luke Barrs
Will Hobbs, Chief Investment Officer at Goldman Sachs, speaks with Luke Barrs, Global Head of Client Portfolio Management at Goldman Sachs Asset Management, about investment themes such as a global manufacturing shift away from Asia and determining the best investments in a changing environment. They discuss the trend of supply chain realignment, the trade-off between efficiency and inflation, challenges in replicating microchip manufacturing, and the approach to thematic investing.
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Episode notes
1
Introduction
00:00 • 2min
2
Investment Themes and Supply Chain Realignment in Technology
02:27 • 3min
3
Exploring Market Inefficiency and the Trade-Off with Inflation
05:53 • 4min
4
Challenges in Replicating Microchip Manufacturing, Market Price Indifference, and Benchmarking Investment Performance
10:01 • 4min
5
The Challenges and Approach to Thematic Investing
14:26 • 9min