Episode Details
| Title | A perfect setup for the financial sector? |
|---|---|
| Date | 12/20/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $PRIVATEMARKETS - Private credit markets are showing strong growth and are viewed as a favorable investment theme, with total AUM exceeding $2 trillion.
- “Private credit has been one of our favorite themes for the last couple years. And if you look at the space today, it's running north of $2,000,000,000,000 in total AUM, so it's up considerably.” - Alex (13:53)
- 🟢 $BANKS - 🔒
- 🟢 $ASSETMANAGERS - 🔒
- 🟢 $PE - 🔒
- 🟢 $FIXEDINCOME - 🔒
- 🟢 $FINANCIALS - 🔒
Bearish:
- 🔻 $REALESTATE - 🔒