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(592)

Why Global Insurers Are Leaning Into Risk

Why Global Insurers Are Leaning Into Risk

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Apr 202110min

Markets Update: Emerging Markets’ Next Phase

Markets Update: Emerging Markets’ Next Phase

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 20216min

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Apr 202125min

What’s Ahead for the U.S. Dollar?

What’s Ahead for the U.S. Dollar?

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Apr 20217min

Whenever, Wherever: Seamless Commerce is the Future of Retail

Whenever, Wherever: Seamless Commerce is the Future of Retail

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Apr 202119min

What’s Behind the Record Level of Equity Issuance?

What’s Behind the Record Level of Equity Issuance?

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.  Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Apr 202112min

Top of Mind: Reflation Risk

Top of Mind: Reflation Risk

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Apr 202125min

Outlook for Equity Markets

Outlook for Equity Markets

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Apr 202118min

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