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)

In the Face of Brexit, Business as Usual in Europe... But For How Long?

In the Face of Brexit, Business as Usual in Europe... But For How Long?

The year's most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment across the continent. Anthony Gutman, co-head of UK ...

20 Des 201724min

Tax Reform, Bitcoin and the Year Ahead for Financials

Tax Reform, Bitcoin and the Year Ahead for Financials

Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research's Richard Ramsden. What's less clear is how they'll continue to fend off challenges fro...

14 Des 201728min

The "Pay-As-You-Go" Car and the Future of Mobility

The "Pay-As-You-Go" Car and the Future of Mobility

Ride-hailing companies are poised for explosive growth over the next decade, according to Stefan Burgstaller, head of European industrials equity research. Their prominence may usher in the era of the...

6 Des 201722min

The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again

The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again

Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative homecare company, out of the dirtiest bachelor pad in S...

22 Nov 201723min

Building Brands, Creating Communities: Beautycounter and Zola

Building Brands, Creating Communities: Beautycounter and Zola

From the 2017 Goldman Sachs Builders + Innovators Summit: Shan-Lyn Ma, co-founder and CEO of online wedding destination Zola, and Gregg Renfrew, founder and CEO of skincare and cosmetics brand Beautyc...

22 Nov 201726min

Three Views on Impact Investing

Three Views on Impact Investing

Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, ...

7 Nov 201725min

The Bear Necessities

The Bear Necessities

Eight years into the "most unloved" bull market in history, many investors are asking how much longer the upswing can last. Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research...

30 Okt 201725min

Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More

Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More

Harvey Schwartz, president and co-COO of Goldman Sachs, took a year off after high school, though it wasn't part of any kind of grand plan - he readily admits there wasn't one. But it did introduce hi...

19 Okt 201727min

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