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The Credit Edge by Bloomberg Intelligence
Goldman Sachs Likes the Real Estate Debt Others Fear
Sep 12, 2024
Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, joins Bloomberg News reporter James Crombie and credit analyst Jody Lurie to delve into the complexities of commercial real estate debt. They discuss how Goldman is capitalizing on opportunities in commercial mortgage-backed securities amid market challenges. The trio also weighs the outlook for retail and leisure sectors, particularly considering the pressures on lower-income consumers. Insightful perspectives on risk management and credit analysis strategies are shared.
49:52
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- Goldman Sachs is capitalizing on opportunities in commercial mortgage-backed securities, signaling a strategic shift amidst real estate market uncertainties.
- The podcast discusses the diverging consumer spending patterns influenced by inflation, highlighting the challenges faced by lower-income segments and leisure sectors.
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