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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Investing with KKR’s Tara Davies

Investing with KKR’s Tara Davies

How is one of the most senior dealmakers in Europe navigating inflationary pressures? In the latest episode of Exchanges at Goldman Sachs: Great Investors, Tara Davies, Partner, Global Head of Core In...

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Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability

Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon joined Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners, in The Hague to discuss Goldman Sa...

5 Heinä 202221min

Investing with Norges Bank Investment Management’s Nicolai Tangen

Investing with Norges Bank Investment Management’s Nicolai Tangen

How is the leader of the world’s largest sovereign wealth fund navigating slowing economic growth, rising inflation and geopolitical conflicts? In Exchanges at Goldman Sachs: Great Investors, we speak...

1 Heinä 202223min

Cybersecurity Deals Surge Amid Rising Attacks

Cybersecurity Deals Surge Amid Rising Attacks

The scale and sophistication of cyberattacks are rising exponentially. But so are the levels of investment, innovation and corporate activity in the space. In the latest episode of Exchanges at Goldma...

28 Kesä 202220min

Investing with KKR’s Joe Bae

Investing with KKR’s Joe Bae

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs...

24 Kesä 202232min

Equity Bear Market: A Paradigm Shift?

Equity Bear Market: A Paradigm Shift?

Against a challenging backdrop of sky-high inflation, rising rates and growing recession concerns, the S&P 500 has had an undeniably grim start to the year, with the tech-heavy Nasdaq and unprofitable...

21 Kesä 202226min

Investing with Altimeter Capital’s Brad Gerstner

Investing with Altimeter Capital’s Brad Gerstner

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sach...

17 Kesä 202246min

How Retail Investors Are Shaping Markets

How Retail Investors Are Shaping Markets

The pandemic spurred a new generation of retail investors, many of whom are now stepping away from the markets. In the latest episode Exchanges at Goldman Sachs, John Marshall, head of derivatives res...

14 Kesä 202229min

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