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)

What the banking turmoil means for investors’ portfolios

What the banking turmoil means for investors’ portfolios

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse mak...

22 Mar 202324min

The impact of bank failures on markets and the economy

The impact of bank failures on markets and the economy

The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exch...

15 Mar 202324min

How much higher can bond yields go?

How much higher can bond yields go?

Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment office...

7 Mar 202328min

How 3 retail CEOs are navigating today’s economic landscape

How 3 retail CEOs are navigating today’s economic landscape

How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is join...

3 Mar 202331min

Is it time to invest in emerging markets?

Is it time to invest in emerging markets?

As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani...

28 Feb 202324min

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

In a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his views on the macroeconomic environment — including his concern that inflation is...

24 Feb 202324min

Are we on the cusp of a generative AI revolution?

Are we on the cusp of a generative AI revolution?

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episo...

21 Feb 202331min

Should investors stay invested in 2023?

Should investors stay invested in 2023?

2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. S...

14 Feb 202325min

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