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)

Bain Capital’s David Gross on global opportunities and private equity’s evolution

Bain Capital’s David Gross on global opportunities and private equity’s evolution

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of B...

1 Apr 202535min

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Al...

25 Mar 202525min

The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shar...

21 Mar 202544min

Are credit investors nervous about recession risk?

Are credit investors nervous about recession risk?

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook?...

18 Mar 202515min

How tariffs will impact the US economy

How tariffs will impact the US economy

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn...

11 Mar 202519min

Trump’s tariffs: Big talk or big action?

Trump’s tariffs: Big talk or big action?

Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new...

4 Mar 202517min

Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund

Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic bac...

28 Feb 202533min

Macro questions and market strength

Macro questions and market strength

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior a...

18 Feb 202525min

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