

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Credit Markets Amid Economic Shifts
02:06 • 37min
Navigating Credit Markets in Uncertain Times
38:44 • 6min
Strategic Opportunities in Treasury Investments
44:52 • 3min
Navigating Market Risks and Credit Selection Strategies
47:30 • 2min
Closing Insights and Tech Support for Small Businesses
49:14 • 2min