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)

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic

How did women entrepreneurs fare during the pandemic? Goldman Sachs’ Asahi Pompey, Global Head of Corporate Engagement, and Candice Tse, U.S. Head of Market Strategy in Goldman Sachs Asset Management’...

15 Jun 202129min

Industrials Influx: What’s Fueling Record Activity Levels?

Industrials Influx: What’s Fueling Record Activity Levels?

The industrials sector—historically comprised of mature businesses without as much need for near-term growth capital—has seen robust IPO activity so far in 2021, with no signs of slowing down. Matt Mc...

8 Jun 202116min

Crypto: A New Asset Class?

Crypto: A New Asset Class?

Should cryptocurrencies be considered an institutional asset class? That’s the question Goldman Sachs’ Allison Nathan explores on this episode of Exchanges at Goldman Sachs in conversations with Galax...

1 Jun 202126min

What’s Ahead for Inflation?

What’s Ahead for Inflation?

Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from the Global Markets Division looks at market implic...

25 Mai 202121min

Copper is the New Oil

Copper is the New Oil

A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon.  Learn more about your ad choic...

18 Mai 202118min

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

Fostering Innovation Within Companies: An Inside Look at GS Accelerate

How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, and Daniel Kovenat, whose business idea was developed th...

11 Mai 202121min

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the fi...

4 Mai 202120min

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/adch...

27 Apr 202110min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
pengesnakk
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-fa-makro
boligbobla
rss-andelige-tanker-med-camillo
lederskap-nhhs-podkast-om-ledelse