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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Jaksot(621)

What’s Included in the $900 Billion US Stimulus Package?

What’s Included in the $900 Billion US Stimulus Package?

Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that inve...

21 Joulu 202012min

Markets Update: Financial Services Outlook

Markets Update: Financial Services Outlook

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021. Learn more abou...

18 Joulu 202011min

The Outlook for a Commodities Bull Market in 2021

The Outlook for a Commodities Bull Market in 2021

Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Joulu 202016min

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021.  Learn more abou...

11 Joulu 202015min

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.   Learn more about your ...

8 Joulu 202017min

Markets Update: What Investors Are Watching Going into Year-End

Markets Update: What Investors Are Watching Going into Year-End

Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year. Learn more abo...

4 Joulu 202010min

November Wrap: Record Inflows into Global Equities

November Wrap: Record Inflows into Global Equities

Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end. Learn more about your ad choic...

1 Joulu 202017min

Asia-Pacific Economic Outlook for 2021

Asia-Pacific Economic Outlook for 2021

Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re opt...

24 Marras 202010min

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