Asset Allocation Outlook for 2023: Greater Diversification and Divergence
Exchanges6 Joulu 2022

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research, breaks down what investors should keep in mind when building portfolios in 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Client Call: How Retailers Will Re-Open

Client Call: How Retailers Will Re-Open

In a recent client call held by Goldman Sachs Research, Brian Dodge, President of the Retail Industry Leaders Association, discusses how retailers will re-open. Dodge is joined by Goldman Sachs Resear...

6 Touko 202028min

Markets Update: Central Bank Responses

Markets Update: Central Bank Responses

Alex Blanchard of Goldman Sachs’ Global Markets Division shares an update on how global central banks are responding to liquidity concerns.  Learn more about your ad choices. Visit megaphone.fm/adchoi...

2 Touko 202018min

Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world hav...

30 Huhti 202026min

Client Call: CFO Perspectives

Client Call: CFO Perspectives

Goldman Sachs CFO Stephen Scherr and other senior leaders across the firm discuss topics that are top of mind for CFOs in the current environment, from financing markets and liquidity concerns, to ear...

29 Huhti 20201h 1min

Markets Update: Oil Prices Drop to Record Lows

Markets Update: Oil Prices Drop to Record Lows

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices.   Learn more about your ad choice...

24 Huhti 20207min

Client Call: Oil Update as Negative Prices Emerge

Client Call: Oil Update as Negative Prices Emerge

To share Goldman Sachs’ latest analysis on record price declines in oil markets, this episode leverages a client call, featuring Jeff Currie, Damien Courvalin and Brian Singer of Goldman Sachs Researc...

22 Huhti 202037min

How the Housing Sector Has Been Impacted by the Economic Slowdown

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building p...

21 Huhti 202015min

Markets Update: What Investors Are Watching

Markets Update: What Investors Are Watching

As volatility continues in the public markets, Meena Flynn of Goldman Sachs’ Consumer and Investment Management Division gives her analysis on the latest swings and explains how investors with permane...

17 Huhti 202016min

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