2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Exchanges18 Kesä 2024

2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What’s on the minds of the world’s largest investors?

What’s on the minds of the world’s largest investors?

As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So i...

14 Huhti 202321min

All about bank(panic)s and the implications for policy

All about bank(panic)s and the implications for policy

The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remai...

11 Huhti 202330min

How Europe’s tech startups are continuing to innovate in the current market

How Europe’s tech startups are continuing to innovate in the current market

From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech ...

6 Huhti 202318min

What’s driving the surge in shareholder activism activity?

What’s driving the surge in shareholder activism activity?

Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for c...

4 Huhti 202317min

Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his caree...

31 Maalis 202334min

Navigating the new geopolitical and technology landscape

Navigating the new geopolitical and technology landscape

In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, ...

28 Maalis 202328min

What the banking turmoil means for investors’ portfolios

What the banking turmoil means for investors’ portfolios

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse mak...

22 Maalis 202324min

The impact of bank failures on markets and the economy

The impact of bank failures on markets and the economy

The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exch...

15 Maalis 202324min

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