2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Exchanges18 Jun 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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Episoder(621)

Why the French and UK elections matter for investors

Why the French and UK elections matter for investors

As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's loomi...

25 Jun 202426min

Power surge: AI, renewable energy, and the future of electricity

Power surge: AI, renewable energy, and the future of electricity

The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, a...

11 Jun 202428min

Central bank divergence: Why it's happening and why it matters

Central bank divergence: Why it's happening and why it matters

The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist a...

4 Jun 202420min

Can private equity bounce back?

Can private equity bounce back?

On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan...

28 Mai 202426min

Is China’s rebound for real?

Is China’s rebound for real?

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the...

21 Mai 202427min

How AI, the energy transition, and the future of work are shaping impact investing

How AI, the energy transition, and the future of work are shaping impact investing

Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term t...

14 Mai 202421min

Is the UK economy finally turning the corner?

Is the UK economy finally turning the corner?

Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that smal...

7 Mai 202422min

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