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 We’re In a ‘Golden Age’ of Life Sciences Innovation

Why We’re In a ‘Golden Age’ of Life Sciences Innovation

The business of life sciences came into sharp focus after the pandemic highlighted the effectiveness of mRNA vaccines in protecting people against COVID. But what exactly is life sciences and is the r...

16 Aug 202221min

Food, Fuel, and the Cost-of-Living Crisis

Food, Fuel, and the Cost-of-Living Crisis

The recent decline in commodity prices has provided a rare respite for central banks trying to rein in high inflation. But are the energy and food crises afflicting the world actually easing? In the l...

9 Aug 202231min

Investing with Permira’s Tara Alhadeff

Investing with Permira’s Tara Alhadeff

In this episode of Exchanges at Goldman Sachs: Great Investors, Tara Alhadeff, partner at Permira, talks with Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, about investing in ic...

5 Aug 202243min

Asianomics in America: Contributions and Challenges

Asianomics in America: Contributions and Challenges

The Asian American community has seen marked success in education, income and innovation but remains underrepresented in managerial and executive positions, according to new research from Goldman Sach...

2 Aug 202221min

Investing with Forerunner’s Eurie Kim

Investing with Forerunner’s Eurie Kim

In this episode of Exchanges at Goldman Sachs: Great Investors, Eurie Kim, Managing Partner at Forerunner Ventures, speaks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public Equity in ...

29 Jul 202250min

Small Business Owners Pivot from Challenges to Opportunities

Small Business Owners Pivot from Challenges to Opportunities

Small businesses are the life blood of the U.S. economy and the backbone of local communities , but the current economic environment is proving especially challenging. At last week’s 10,000 Small Busi...

26 Jul 202227min

Investing with Oaktree Capital Management’s Howard Marks

Investing with Oaktree Capital Management’s Howard Marks

In this episode of Exchanges at Goldman Sachs: Great Investors, Howard Marks, Co-Chairman of Oaktree Capital Management, speaks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public Equit...

22 Jul 202221min

How Companies are Navigating the Energy Transition

How Companies are Navigating the Energy Transition

From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, ...

19 Jul 202232min

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