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Sharmeen Mosavar-Rahmani

Showing 1–5 of 5 transcripts.

  1. Goldman Sachs19 min

    Keep on truckin’: Will the US continue to outperform other markets?

    Sharmin Mossavar-Rahmani, Sharmeen Mosavar-Rahmani, Alison

    Goldman Sachs Wealth Management forecasts an 8% base return for U.S. equities in 2025, advocating for a strategic shift from non-U.S. public markets toward U.S.-oriented private assets despite elevated valuations. The firm advises against allocating capital to China, gold, or cryptocurrencies, citing structural headwinds and a lack of intrinsic value, while predicting that interest rates will decline as tariffs remain limited. Consequently, the outlook recommends maintaining a high-quality fixed income hedge to navigate volatility rather than employing costly derivatives or selling equities for tax avoidance.

  2. Goldman Sachs53 min

    The CARES Act and its Impact on the US Economic Outlook

    Sharmin Mossavar-Rahmani, Alec Phillips, Jan Hatzius, William G. Gale, Sharmeen Mosavar-Rahmani, Bill Gale

    On March 31, 2020, Goldman Sachs hosted a client call featuring Chief Economist Jan Hatzius and external fiscal experts to analyze the CARES Act and downgrade the 2020 U.S. economic outlook to a record contraction. The discussion detailed the legislation's targeted relief components, including expanded unemployment benefits, direct stimulus checks, and $46 billion in aid for the airline industry, alongside projections that Q2 GDP will fall approximately 10% with net debt-to-GDP rising above 100%. Despite these severe short-term headwinds, experts concluded that low interest rates and the Federal Reserve's potential $4.5 trillion lending capacity would likely prevent a sovereign debt crisis.

  3. Goldman Sachs58 min

    An Update on the Economic and Public Health Implications of Coronavirus for Europe

    Sharmin Mossavar-Rahmani, Dr. David Heymann, Sven Jari Stehn, Silvia Ardagna, Peter Oppenheimer, Sharmeen Mosavar-Rahmani

    Hosted by Goldman Sachs on March 26, 2020, a panel of infectious disease experts and economists analyzed the severe impact of the coronavirus on Europe, highlighting Italy's high mortality due to demographic factors and early hospital overload while noting a potential 9% GDP contraction in the Euro area by year-end. In response to the crisis, European central banks and governments deployed unprecedented monetary and fiscal measures, including unlimited asset purchases and corporate loan guarantees, though fragmentation within the Eurozone contrasted with more coordinated US actions. Despite the deepening economic downturn, equity strategists noted that market valuations have reached historic lows, projecting a high probability of double-digit returns over the subsequent 24 months as earnings decline stabilizes.

  4. Goldman Sachs1h 22m

    A Coronavirus Update with Leading Health Experts and Business Leaders

    Sharmin Mossavar-Rahmani, Dr. Thomas Schinecker, Steve Rusckowski, Dr. Leonard Schleifer, Stéphane Bancel, Pablo Tebas, Peter Slavin, Dr. Barry Bloom, Sharmeen Mosavar-Rahmani

    Hosted by Goldman Sachs on March 20, 2020, industry leaders including Regeneron's Dr. Leonard Schleifer, Moderna's Stefan Bancel, and Quest Diagnostics executives detailed rapid advancements in diagnostic scaling, therapeutic trials, and vaccine development. The panel highlighted that while testing capacity is projected to meet demand within weeks, critical bottlenecks in PPE and supply chains persist, prompting urgent calls for Defense Production Act mobilization to protect healthcare workers. Simultaneously, experts outlined aggressive timelines for Moderna's mRNA vaccine reaching healthcare workers by late 2020 and emphasized that sustainable economic recovery relies on serologic testing and strict social distancing to prevent a predicted second wave.

  5. Goldman Sachs29 min

    Ash Carter: Former US Secretary of Defense

    Ash Carter, Sharmeen Mosavar-Rahmani

    Former U.S. Secretary of Defense James "Ash" Carter discusses the unprecedented operational scale of the Pentagon, which rivals global corporations in budget and personnel, while emphasizing the critical need for a permanent leader to provide direction. Carter outlines a complex strategy for managing the United States' sustained competitive relationship with China, arguing that traditional containment or free trade models are insufficient and requiring a new playbook centered on multilateral rules rather than bilateral coercion. He further details his tenure's focus on combating ISIS as an existential threat and highlights the volatile risk of unintentional conflict with Iran due to the Islamic Revolutionary Guard Corps' operational autonomy and regional instability.