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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Accelerating Transition: Public-Private Partnerships

Accelerating Transition: Public-Private Partnerships

In part 4 of our special miniseries, host Kara Mangone talks to John Greenwood of our Investment Banking Division and Ahmed Saeed of the Asian Development Bank on the role public-private partnerships will play in the drive to Net Zero. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Joulu 202143min

What India’s Digital Transformation Means for Markets, Investors and Economic Growth

What India’s Digital Transformation Means for Markets, Investors and Economic Growth

India’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that are powering economic growth and markets, fueling IPOs and creating emerging investment opportunities.  Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Joulu 202122min

Accelerating Transition: Nature Based Solutions

Accelerating Transition: Nature Based Solutions

In part 3 of our special miniseries, host Kara Mangone explores nature based solutions in sustainable finance with Peter Kelly and Lisa Williams of GS' Asset Management Division. Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Joulu 202118min

What’s Ahead for Global Economies and Markets in 2022?

What’s Ahead for Global Economies and Markets in 2022?

Global economies and markets are facing a more complicated landscape amid rising rates, slowing growth and shifting monetary and fiscal policies. Goldman Sachs’ Jan Hatzius and Dominic Wilson examine what’s in store for 2022. Dates Recorded: November 23rd and 29th, 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Marras 202133min

 Accelerating Transition: Carbonomics

Accelerating Transition: Carbonomics

Part 2 of our special miniseries: Host Kara Mangone and Michele Della Vigna, head of Natural Resources Research in EMEA discuss the role capital markets, public policy, and technology will play in moving toward a sustainable future. Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Marras 202121min

Inflation: Here Today, Gone Tomorrow?

Inflation: Here Today, Gone Tomorrow?

As U.S. inflation hits 30+ year highs, experts debate whether the “temporary” pandemic-related inflationary pressures could prove persistent. In the latest Exchanges at Goldman Sachs episode, Goldman Sachs’ Allison Nathan speaks with Mohamed El-Erian, President of Queens’ College, Cambridge University, and Chief Economic Advisor at Allianz, and Jan Hatzius, Goldman Sachs’ Chief Economist and head of Goldman Sachs Research, for their views on where inflation goes from here—and what that means for the economy, monetary policy, interest rates and assets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Marras 202125min

Accelerating Transition

Accelerating Transition

In the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable Finance Group discuss what it will take from both the private and public sectors to achieve the climate goals necessary for a sustainable future.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Marras 202121min

An Evolution in the Cybersecurity Landscape

An Evolution in the Cybersecurity Landscape

How has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Security Officer, Wesley Williams, head of the firm's Security Incident Response team, and Andy Boura, the Chief Information Security Officer for the Consumer Banking Business explain how cybersecurity is adapting to new threats. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Marras 202123min

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