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)

Why investors are leaning into alternatives: Apollo’s Marc Rowan

Why investors are leaning into alternatives: Apollo’s Marc Rowan

In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about...

10 Feb 202335min

The Bigger Worry: Growth or Inflation?

The Bigger Worry: Growth or Inflation?

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the la...

7 Feb 202323min

How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about hi...

31 Jan 202325min

As China reopens, what’s ahead for commodities in 2023?

As China reopens, what’s ahead for commodities in 2023?

Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs...

24 Jan 202326min

The global economy in 2075: Growth slows as Asia rises

The global economy in 2075: Growth slows as Asia rises

What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-h...

17 Jan 202318min

What’s ahead for economies and markets in 2023?

What’s ahead for economies and markets in 2023?

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, ...

11 Jan 202331min

M&A in 2023: A complex but optimistic outlook for deal-making

M&A in 2023: A complex but optimistic outlook for deal-making

After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sa...

3 Jan 202321min

What’s next for crypto regulations?

What’s next for crypto regulations?

The recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the failure of the Celsius crypto lending platform has sent shockwaves through the cry...

20 Des 202226min

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