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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From Mobile Wallets to Blockchain: How Fintech is Growing Up

From Mobile Wallets to Blockchain: How Fintech is Growing Up

The fintech sector has been evolving rapidly as new startups emerge and large financial institutions figure out how to adapt...or else get left behind. To understand where we are in the "three waves o...

5 Huhti 201823min

In Their Own Words: 10,000 Small Businesses on Challenges to Growth

In Their Own Words: 10,000 Small Businesses on Challenges to Growth

Small businesses make up over 99 percent of all U.S. enterprises, and they employ 60 million Americans, nearly half the national workforce. In this episode, we sit down with Steve Strongin and Amanda ...

23 Maalis 201830min

The Rate Stuff: What Markets Are Saying About the Macro Outlook

The Rate Stuff: What Markets Are Saying About the Macro Outlook

What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, who says r...

12 Maalis 201825min

How Podcasts Are Creating The "Second Golden Age of Audio"

How Podcasts Are Creating The "Second Golden Age of Audio"

The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immersive storytelling. So what makes a great podcast, ...

23 Helmi 201822min

(Un)Steady as She Goes: 2018 Investment Outlook

(Un)Steady as She Goes: 2018 Investment Outlook

The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course, or is the recent volatility a sign that bearish ...

9 Helmi 201829min

"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America

"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America

"We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Division ...

2 Helmi 201825min

President Trump, Year Two: What's Next on the Agenda?

President Trump, Year Two: What's Next on the Agenda?

Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US political economist for Goldman Sachs Research, sa...

25 Tammi 201830min

Closer Than You Think: What the Future Looks Like to Venture Capital

Closer Than You Think: What the Future Looks Like to Venture Capital

Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that have since become household names. Heath Terry, lead ...

8 Tammi 201819min

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