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)

Investing with The Carlyle Group’s Sandra Horbach

Investing with The Carlyle Group’s Sandra Horbach

In this episode of Exchanges at Goldman Sachs: Great Investors, Sandra Horbach, co-head of US Buyout and Growth at The Carlyle Group, talks with Goldman Sachs’ Alison Mass, chairman of Goldman Sachs’ ...

15 Jul 202220min

 The Boom in Private Credit

The Boom in Private Credit

One of the fastest-growing areas within the private financial markets is private credit— where money managers, instead of banks, lend directly to companies. In the latest episode of Exchanges at Goldm...

12 Jul 202226min

Investing with KKR’s Tara Davies

Investing with KKR’s Tara Davies

How is one of the most senior dealmakers in Europe navigating inflationary pressures? In the latest episode of Exchanges at Goldman Sachs: Great Investors, Tara Davies, Partner, Global Head of Core In...

8 Jul 202218min

Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability

Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon joined Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners, in The Hague to discuss Goldman Sa...

5 Jul 202221min

Investing with Norges Bank Investment Management’s Nicolai Tangen

Investing with Norges Bank Investment Management’s Nicolai Tangen

How is the leader of the world’s largest sovereign wealth fund navigating slowing economic growth, rising inflation and geopolitical conflicts? In Exchanges at Goldman Sachs: Great Investors, we speak...

1 Jul 202223min

Cybersecurity Deals Surge Amid Rising Attacks

Cybersecurity Deals Surge Amid Rising Attacks

The scale and sophistication of cyberattacks are rising exponentially. But so are the levels of investment, innovation and corporate activity in the space. In the latest episode of Exchanges at Goldma...

28 Jun 202220min

Investing with KKR’s Joe Bae

Investing with KKR’s Joe Bae

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs...

24 Jun 202232min

Equity Bear Market: A Paradigm Shift?

Equity Bear Market: A Paradigm Shift?

Against a challenging backdrop of sky-high inflation, rising rates and growing recession concerns, the S&P 500 has had an undeniably grim start to the year, with the tech-heavy Nasdaq and unprofitable...

21 Jun 202226min

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