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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Europe's Energy Evolution

Europe's Energy Evolution

Europe's energy sector is undergoing a transformation toward sustainable energy sources, says Goldman Sachs Research's Alberto Gandolfi. In this episode, Gandolfi discusses why clean energy has starte...

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Finding Value in Today's Investing Climate, from Emerging Markets to ESG

Finding Value in Today's Investing Climate, from Emerging Markets to ESG

International Goldman Sachs Asset Management CEO Sheila Patel joins us in the studio to discuss key trends facing investors, from where opportunities remain in emerging markets assets to the growth of...

17 Syys 201824min

From Corporate Simplification to Recovering Growth: Europe's Business Environment

From Corporate Simplification to Recovering Growth: Europe's Business Environment

Europe's business environment is in focus as companies simplify their corporate structure, global trade tensions continue and the tech industry faces increased scrutiny. Marc Nachmann, co-head of the ...

10 Syys 201820min

"Scale, Sophistication and Global Relevance" -- Asia's Private Equity Market

"Scale, Sophistication and Global Relevance" -- Asia's Private Equity Market

"The scale of deals we're seeing [in Asia] is something we've never seen before," says Alison Mass of the Goldman Sachs Investment Banking Division. While Mass has been traveling to Asia for more than...

23 Elo 201825min

Growth, Politics and Shareholder Activism: European Equities in Focus

Growth, Politics and Shareholder Activism: European Equities in Focus

Looking at investor returns, European equities are trailing U.S. peers while beating emerging-market stocks in 2018. As part of our closer look at emerging economic and market themes in Europe, Sharon...

17 Elo 201821min

Why Technology is Not a Bubble

Why Technology is Not a Bubble

Is there a bubble in technology? Goldman Sachs Research's Peter Oppenheimer doesn't think so. Despite the recent stumbles in some of tech's biggest names, the sector continues to dominate global stock...

7 Elo 201828min

Hallo Tech: Germany Adapts to the Digital Age

Hallo Tech: Germany Adapts to the Digital Age

Germany is in focus in Europe and around the globe as its historically strong economy undergoes a transformation adapting to the digital age. As part of our closer look at emerging economic and market...

3 Elo 201820min

Getting Clarity on Personal Finance's Mobile Shift

Getting Clarity on Personal Finance's Mobile Shift

From the financial problems facing Americans to how psychology explains people's saving and spending habits, this episode is all about money. Entrepreneur Adam Dell, founder of Clarity Money, a person...

20 Heinä 201819min

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