Asset Allocation Outlook for 2023: Greater Diversification and Divergence

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

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 about your ad choices. Visit megaphone.fm/adchoices

11 Joulu 202015min

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 ad choices. Visit megaphone.fm/adchoices

8 Joulu 202017min

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 about your ad choices. Visit megaphone.fm/adchoices

4 Joulu 202010min

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 choices. Visit megaphone.fm/adchoices

1 Joulu 202017min

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 optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world also – we think the world can grow about 6% – but especially optimistic about Asia-Pacific.” Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Marras 202010min

Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase to a “growth” phase. “As we move forwards in time, we do expect to see more even returns globally – less so than extreme outperformance of the US,” says Oppenheimer. “We would expect people to be diversifying more by country, region and by industry.” Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Marras 202012min

Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the road to recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Marras 202018min