Money Maze Podcast

76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets

Oct 20, 2022

51:55

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Episode notes

Introduction

3min

The End of the Bear Markets

2min

The Macro Backdrop, Interest Rates, Equities, Commodities and as Gatekeepers to Pools of Capital

3min

The Post-Modern Cycle and Inflation

2min

The Effects of Higher Interest Rates on Financial Assets

2min

The Fed's Reluctance to Raise Rates After the Financial Crisis

4min

The Rise of Interest Rates and Bond Yields in Fixed Income

4min

The Different Types of Bear Markets

6min

The Dispersion of Equity Markets

3min

10.

The Effect of the Financial Crisis on Growth

5min

11.

The Dollar's Rise Over the Course of the Year

3min

12.

The UK Equity Market Is Cheap

4min

13.

The Thorny Issues of Europe

3min

14.

The Bullish Case for Copper in an Institutional Asset Allocation

3min

15.

Reasons to Be Cheerful

3min

16.

How to Be a Successful Investor

2min

In this episode, we welcome Peter Oppenheimer from Goldman Sachs, who discusses the challenging investment landscape.

He starts with an overview of economic growth before unpicking the inflation debate, reviewing rates and the emergence of opportunities in fixed income, before discussing equity markets.

He explains why active equity managers are back, why value versus growth discussions are too simplified and the likely character of this bear market.

Finally Peter discusses the commodity supercycle, localisation of production and to quote Ian Dury, “reasons to be cheerful” in the medium term!

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The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.

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