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(617)

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

A Conversation with Goldman Sachs President David Solomon

A Conversation with Goldman Sachs President David Solomon

Markets are up, volatility is down and clients have questions. David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive investing, how technology is making the world more co...

13 Okt 201733min

Flux, Friction and the Next Phase of Globalization

Flux, Friction and the Next Phase of Globalization

After a distinguished career in politics that included roles as prime minister of Portugal and president of the European Commission, José Manuel Barroso was named chair of Goldman Sachs International ...

9 Okt 201732min

The Evolution of the Equities Market

The Evolution of the Equities Market

Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped develop a growing class of institutional investor ...

25 Sep 201738min

Europe Looks to Germany

Europe Looks to Germany

Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany's unique role within Europe and on the global stage during a period of significant political and economic developments in...

18 Sep 201722min

The Store of the Future

The Store of the Future

For all the pain that e-commerce has inflicted on retailers, the brick-and-mortar store is far from dead, according to Goldman Sachs Research's lead retail analyst Matt Fassler. Instead, he says, surv...

22 Aug 201719min

Investing in Low-Carbon Asia

Investing in Low-Carbon Asia

With energy demand expected to double in Asia by 2030, and with a billion people currently without electricity, Ankur Sahu, co-head of Goldman Sachs' Merchant Bank in Asia-Pacific, says that renewable...

7 Aug 201720min

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