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(598)

The Markets vs. the Economy - Explaining the Disconnect

The Markets vs. the Economy - Explaining the Disconnect

Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the...

25 Feb 201630min

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution o...

9 Feb 201626min

The Digitization of Finance

The Digitization of Finance

Don Duet, co-head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how advances in open source, big data, blockchain and ...

20 Jan 201627min

Beyond the Fed Hike: The Business of Banking in 2016

Beyond the Fed Hike: The Business of Banking in 2016

US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. Goldman Sachs Research's Richard Ramsden discusses ...

6 Jan 201621min

The Business Case for Climate Action

The Business Case for Climate Action

Kyung-Ah Park, head of Environmental Markets at Goldman Sachs, represented the firm at the UN Climate Change Conference in Paris. She discusses the historic climate agreement adopted by 196 parties an...

18 Des 201527min

Charting the Course for a Stronger South Africa

Charting the Course for a Stronger South Africa

Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challenging environment for emerging markets and steps it c...

25 Nov 201523min

Cord Cutting Goes Prime Time

Cord Cutting Goes Prime Time

In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Borst, equity research analysts in Global Investment R...

20 Nov 201525min

Start-Up Stories from the Builders + Innovators Summit

Start-Up Stories from the Builders + Innovators Summit

"There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Minted, and David Solomon, co-head of the Investment...

9 Nov 201532min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
utbytte
pengesnakk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
lydartikler-fra-aftenposten
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-investering-gjort-enkelt
flypodden
shifter
rss-fa-makro