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

Episoder(599)

The Markets: A ‘bulletproof’ stock market?

The Markets: A ‘bulletproof’ stock market?

Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode o...

21 Apr 20239min

Navigating the ‘perfect storm’ in commercial real estate

Navigating the ‘perfect storm’ in commercial real estate

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate b...

18 Apr 202328min

What’s on the minds of the world’s largest investors?

What’s on the minds of the world’s largest investors?

As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So i...

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All about bank(panic)s and the implications for policy

All about bank(panic)s and the implications for policy

The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remai...

11 Apr 202330min

How Europe’s tech startups are continuing to innovate in the current market

How Europe’s tech startups are continuing to innovate in the current market

From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech ...

6 Apr 202318min

What’s driving the surge in shareholder activism activity?

What’s driving the surge in shareholder activism activity?

Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for c...

4 Apr 202317min

Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his caree...

31 Mar 202334min

Navigating the new geopolitical and technology landscape

Navigating the new geopolitical and technology landscape

In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, ...

28 Mar 202328min

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