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

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Episoder(621)

Investing with Advent International’s Tricia Glynn

Investing with Advent International’s Tricia Glynn

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 Sach...

10 Jun 202226min

A ‘Seismic’ Shift in Private Markets

A ‘Seismic’ Shift in Private Markets

The private financial markets have grown sharply in recent years as easy monetary policies drove investors towards illiquid markets offering higher yields. In the latest episode of Exchanges at Goldma...

7 Jun 202230min

Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto

Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto

The world’s largest investors — insurers — are relatively optimistic about the investment landscape, despite rising concerns about inflation. In the latest episode of Exchanges at Goldman Sachs, Mike ...

31 Mai 202218min

What’s Behind the Tech Sell-Off?

What’s Behind the Tech Sell-Off?

How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs A...

24 Mai 202225min

Crypto Volatility: What’s the Outlook for Digital Assets?

Crypto Volatility: What’s the Outlook for Digital Assets?

As investors pull back from risk assets amid fears of slowing economic growth, what does the future of digital assets and cryptocurrencies hold? In our latest Exchanges at Goldman Sachs, Mathew McDerm...

18 Mai 202219min

Is (De)globalization Ahead?

Is (De)globalization Ahead?

Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges a...

10 Mai 202227min

The Road to 2050: Balancing Climate Goals with Energy Security

The Road to 2050: Balancing Climate Goals with Energy Security

The road to reducing greenhouse gas emissions to zero by 2050 has never been more urgent, but geopolitical tensions, supply chain disruptions and rising inflation have led to renewed focus on energy s...

3 Mai 202227min

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors

As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, ...

26 Apr 202228min

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