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)

What’s Next for the Airline Industry?

What’s Next for the Airline Industry?

Scott Rubner of Goldman Sachs Global Markets talks through the five numbers he’s watching in markets, from $671 billion of money market inflows to the 32% “January effect.” Then, Catie O’Brien, also o...

17 Jan 202017min

How are “Carbonomics” Reshaping the Energy Industry?

How are “Carbonomics” Reshaping the Energy Industry?

To start the episode, Goldman Sachs' Oscar Ostlund talks through the five numbers he’s watching in markets, from China’s debt-to-GDP ratio to the Euro-USD exchange rate. Then, Michele Della Vigna of G...

10 Jan 202016min

What’s the Outlook for the US Stock Market in 2020?

What’s the Outlook for the US Stock Market in 2020?

David Kostin, chief US equity strategist for Goldman Sachs Research, discusses his team's forecasts for US stocks in the year ahead. But before that, Tony Pasquariello, global head of hedge fund cover...

6 Jan 202022min

Is Sustainable Finance the Next Big Commercial Opportunity?

Is Sustainable Finance the Next Big Commercial Opportunity?

In this episode, John Goldstein, head of Goldman Sachs’ Sustainable Finance Group, talks about the firm’s recent sustainability announcement to invest or finance $750 billion of capital over the next ...

15 Des 201937min

What’s Ahead for Europe’s Economy in 2020?

What’s Ahead for Europe’s Economy in 2020?

In this episode, Jake Siewert sits down with Jari Stehn of Goldman Sachs Research to discuss his team’s outlook for Europe’s economy in 2020. “We think 2020 is going to be a better year for Europe tha...

9 Des 201925min

Fiscal Focus

Fiscal Focus

With monetary policy, conducted by central banks, nearly exhausted in the major economies and low interest rates globally, whether fiscal policy, conducted by governments, should play a greater role f...

2 Des 201921min

How Are Healthcare CEOs Steering Through Uncertainty?

How Are Healthcare CEOs Steering Through Uncertainty?

Healthcare CEOs in the US are “trying to set course in an otherwise unpredictable, highly uncertain world,” according to this episode’s guest, Marshall Smith, global head of Goldman Sachs’ healthcare ...

18 Nov 201925min

Why Startups Shouldn’t All Be Pitched As ‘Tech Companies’

Why Startups Shouldn’t All Be Pitched As ‘Tech Companies’

The latest episode of Exchanges at Goldman Sachs was recorded at the firm’s recent 2019 Builders + Innovators Summit, which convened nearly one hundred entrepreneurs from various industries to share t...

30 Okt 201924min

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