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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Half Full: The Case for Remaining Invested in US Equities

Half Full: The Case for Remaining Invested in US Equities

US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth...

17 Tammi 201729min

My Generation: What Your Birth Year Says about How You'll Spend

My Generation: What Your Birth Year Says about How You'll Spend

Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the diff...

10 Tammi 201725min

Artificial Intelligence: The Apex Technology of the Information Age

Artificial Intelligence: The Apex Technology of the Information Age

Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments and labor costs more efficient. That would provid...

27 Joulu 201619min

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn s...

12 Joulu 201620min

After the Trump Trade: The Future of Financials

After the Trump Trade: The Future of Financials

Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader of...

12 Joulu 201617min

Taxes, Trade and More in a Trump Presidency

Taxes, Trade and More in a Trump Presidency

As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Ph...

17 Marras 201638min

Defining the Terms of Brexit

Defining the Terms of Brexit

As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief Eur...

14 Marras 201628min

Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs' David Solomon to discuss entrepreneurship and...

31 Loka 201628min

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