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 Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about hi...

31 Tammi 202325min

As China reopens, what’s ahead for commodities in 2023?

As China reopens, what’s ahead for commodities in 2023?

Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs...

24 Tammi 202326min

The global economy in 2075: Growth slows as Asia rises

The global economy in 2075: Growth slows as Asia rises

What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-h...

17 Tammi 202318min

What’s ahead for economies and markets in 2023?

What’s ahead for economies and markets in 2023?

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, ...

11 Tammi 202331min

M&A in 2023: A complex but optimistic outlook for deal-making

M&A in 2023: A complex but optimistic outlook for deal-making

After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sa...

3 Tammi 202321min

What’s next for crypto regulations?

What’s next for crypto regulations?

The recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the failure of the Celsius crypto lending platform has sent shockwaves through the cry...

20 Joulu 202226min

The Outlook for Financial Services

The Outlook for Financial Services

Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges...

13 Joulu 202222min

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman S...

6 Joulu 202224min

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