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)

COVID-19’s Impact on US Small Businesses

COVID-19’s Impact on US Small Businesses

In this episode, Margaret Anadu, head of Goldman Sachs’ Urban Investment Group, talks about COVID-19’s impact on US small businesses and explains the firm’s recent announcement to commit $500 million ...

8 Apr 202041min

Oil’s Seismic Shock

Oil’s Seismic Shock

The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crosshairs of the coronavirus crisis. At the same time, major oil producers have engag...

6 Apr 202026min

Markets Update: Do Investors Think the S&P 500 Has Bottomed Out?

Markets Update: Do Investors Think the S&P 500 Has Bottomed Out?

Anne Marie Darling of Goldman Sachs’ Global Markets Division analyzes the S&P 500 index’s historically fast fall into bear market territory and shares results of the April Marquee QuickPoll, a survey ...

3 Apr 20208min

Client Call: Market Volatility and Potential Economic Impacts

Client Call: Market Volatility and Potential Economic Impacts

In an effort to provide timely and valuable updates regarding ongoing market volatility and potential economic impacts, we’re sharing a “Market Update” call hosted by our Investment Banking Division. ...

1 Apr 202054min

Markets Update: Europe and COVID-19

Markets Update: Europe and COVID-19

Andrew Wilson of Goldman Sachs Asset Management explains how volatility in U.S. financial markets from the COVID-19 outbreak is playing out across Europe as well. “European markets have been very much...

27 Mar 202010min

Roaring Into Recession

Roaring Into Recession

Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity bull market on record. As infections spread globally, economic activity collaps...

26 Mar 202023min

Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs

Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs

Goldman Sachs’ top economists and strategists discuss revised forecasts for the US economy and corporate earnings and the prospect of federal stimulus programs in the face of the COVID-19 outbreak.  ...

23 Mar 202038min

Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis

Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis

Joe Montesano, head of Americas Equity Trading for Goldman Sachs, analyzes how the coronavirus pandemic continues to add volatility to markets. Montesano also talks about parallels and differences in ...

20 Mar 202014min

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