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

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Episoder(621)

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

Why Health Care's Future Is All About Value

Why Health Care's Future Is All About Value

Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the industry have begun to explore value-based contracts, p...

20 Jul 201729min

Music: Back in Black

Music: Back in Black

Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second digital revolution," according to Lisa Yang of Go...

30 Jun 201729min

Retail: Online, Offline, All the Time

Retail: Online, Offline, All the Time

The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consumer ...

16 Jun 201728min

Space: The Next Investment Frontier

Space: The Next Investment Frontier

Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, sen...

22 Mai 201724min

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