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)

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in def...

6 Okt 202018min

Beyond 2020: Post-Election Policies

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this e...

5 Okt 202029min

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show t...

2 Okt 202019min

Innovation in the Industrials Sector

Innovation in the Industrials Sector

Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March.  Learn more abou...

29 Sep 202012min

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrust enforcement to consumer privacy protection to na...

28 Sep 202018min

Markets Update: How Emerging-Market Economies are Navigating a Recovery

Markets Update: How Emerging-Market Economies are Navigating a Recovery

Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts. Le...

25 Sep 20205min

The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age

The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age

As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends within the industry, like the increasing appetite f...

22 Sep 202027min

The Battle for Our Screens, Part 2: The Future of Work

The Battle for Our Screens, Part 2: The Future of Work

The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees connected, productive, and happy.   Heather Bellini...

22 Sep 202047min

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