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)

The IPO SPAC-Tacle

The IPO SPAC-Tacle

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these tr...

2 Feb 202128min

Markets Update: January’s Record Inflows and Retail Trading Boom

Markets Update: January’s Record Inflows and Retail Trading Boom

Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trading phenomenon and what it means for markets. Lear...

29 Jan 202114min

France’s Economic Environment for 2021

France’s Economic Environment for 2021

Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic.  Learn more about you...

26 Jan 202111min

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals

One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is tracking against its goals and why 2021 will be a “year...

22 Jan 202134min

Policy Outlook for the Year Ahead

Policy Outlook for the Year Ahead

Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Jan 202116min

Markets Update: Emerging Markets in 2021

Markets Update: Emerging Markets in 2021

Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global backdrop of low interest rates. Learn more about yo...

15 Jan 20215min

Companies Continue to Turn to SPACs for Greater Flexibility

Companies Continue to Turn to SPACs for Greater Flexibility

Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies to raise money in the public markets.  Learn more ab...

12 Jan 202118min

Markets Update: 2021 Global Growth Outlook

Markets Update: 2021 Global Growth Outlook

As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs re...

8 Jan 202124min

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