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)

Changes at the Top: Spinoffs, Separations and Restructurings

Changes at the Top: Spinoffs, Separations and Restructurings

Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of ...

19 Apr 202220min

Rising Stagflation Risks Are Changing the Investment Playbook

Rising Stagflation Risks Are Changing the Investment Playbook

For decades, investors have relied on a 60/40 portfolio — a mix of 60% stocks and 40% bonds — for steady growth and income. But rising stagflation risks are raising the possibility of a “lost decade” ...

12 Apr 202228min

Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration

Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration

Innovations in the U.S. and China have largely overshadowed Europe's tech scene. But now, thanks to supportive government policies and a surge of private capital, the sector is set to take off. In our...

5 Apr 202224min

How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape

How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape

How is Europe weaning itself from Russian oil and gas? In our latest Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, senior energy strategist on the commodities team, Alberto Gando...

29 Mar 202225min

How Policymakers are Navigating Stagflation Risk

How Policymakers are Navigating Stagflation Risk

In the latest episode of Exchanges at Goldman Sachs, Former President of the Federal Reserve Bank of Boston Eric Rosengren, Vice Chairman of BlackRock Philipp Hildebrand, and Goldman Sachs’ Head of Gl...

25 Mar 202216min

Gene Editing: The Future of Genomic Medicine & Biotech Investing

Gene Editing: The Future of Genomic Medicine & Biotech Investing

In the latest episode of Exchanges at Goldman Sachs, Salveen Richter, Lead Analyst for the U.S. Biotechnology Sector in Goldman Sachs Research, explains how new innovations in gene editing are transfo...

23 Mar 202217min

The Next Tech Battleground: Online Gaming & the Metaverse

The Next Tech Battleground: Online Gaming & the Metaverse

In the latest episode of Exchanges at Goldman Sachs, Jung Min, co-COO of Global Technology, Media and Telecom (TMT) and co-head of TMT in Asia Pacific Ex-Japan in Goldman Sachs’ Investment Banking Div...

15 Mar 202221min

Raising Capital: How Corporate Financing Strategies Are Evolving

Raising Capital: How Corporate Financing Strategies Are Evolving

In the latest episode of Exchanges at Goldman Sachs, Beth Hammack, Goldman Sachs’ co-head of the Global Financing Group in the Investment Banking Division, explains how tightening financial conditions...

8 Mar 202218min

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