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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How much higher can bond yields go?

How much higher can bond yields go?

Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment office...

7 Maalis 202328min

How 3 retail CEOs are navigating today’s economic landscape

How 3 retail CEOs are navigating today’s economic landscape

How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is join...

3 Maalis 202331min

Is it time to invest in emerging markets?

Is it time to invest in emerging markets?

As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani...

28 Helmi 202324min

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

In a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his views on the macroeconomic environment — including his concern that inflation is...

24 Helmi 202324min

Are we on the cusp of a generative AI revolution?

Are we on the cusp of a generative AI revolution?

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episo...

21 Helmi 202331min

Should investors stay invested in 2023?

Should investors stay invested in 2023?

2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. S...

14 Helmi 202325min

Why investors are leaning into alternatives: Apollo’s Marc Rowan

Why investors are leaning into alternatives: Apollo’s Marc Rowan

In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about...

10 Helmi 202335min

The Bigger Worry: Growth or Inflation?

The Bigger Worry: Growth or Inflation?

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the la...

7 Helmi 202323min

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