Asia Adapts to a New Investing Climate

Goldman Sachs Exchanges

Julia McGonagle

Business

4.4 • 1K Ratings

🗓️ 22 February 2017

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passive strategies in an age of technological disruption. This podcast was recorded on February 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by any Goldman Sachs entity or individual to that listener, nor to constitute such person a client of any Goldman Sachs entity. No part of this podcast may, without GSAM's prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means. Copyright 2017 Goldman Sachs. All rights reserved.

Transcript

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0:00.0	This is Exchanges of Goldman Sachs where we discuss developments currently shaping markets, industries, and the global economy.
0:16.0	My name is Jake Seward, and I run corporate communications here at Goldman Sachs.
0:19.7	My guest today, Sheila Patel, is the chief executive officer of Goldman Sachs Asset Management, also called
0:25.2	G-SAM International. She's here today to discuss where she sees opportunity in the biggest risks
0:31.0	for emerging markets and beyond
0:33.0	amidst today's political uncertainty.
0:35.0	We'll also touch on trends in investment management,
0:37.6	including a focus on ESG investing
0:39.8	and other advancements in the space.
0:41.5	Sheila, welcome to the program.
0:43.3	Thanks, Jake.
0:44.3	So Sheila, let's start with trade.
0:46.1	Obviously, been a key focus of the Trump administration and certainly probably the
0:49.8	dominant issue in the part of the world where you sit.
0:53.0	What are the investing implications of changes to U.S. trade policy, including the U.S. leaving the
0:58.8	TPP?
1:00.2	For the clients we work with, the questions around trade are a pretty big deal.
1:04.0	I think that clients have been looking to insulate their portfolios in unique ways, for example,
1:09.5	looking for domestic stories in emerging markets rather than focusing on companies and
1:14.9	investments that are more trade leverage to potential changes in trade deals
1:18.8	when it comes to TPP, rethinking what that means Asia Asia and the U.S.'s engagement will be in thinking
1:25.1	about more bilateral terms, country by country, and what that means for their investments.
	...

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