Navigating 2025: Why investors need to diversify and hedge their portfolios
Exchanges8 Jan 2025

Navigating 2025: Why investors need to diversify and hedge their portfolios

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(598)

How Fintech Is Transforming Consumer Finance

How Fintech Is Transforming Consumer Finance

Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the rest. But the industry is undergoing a profound shi...

13 Okt 201626min

The Evolution of the 'Long Good Buy'

The Evolution of the 'Long Good Buy'

Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist a...

27 Sep 201620min

Narrowing the Jobs Gap

Narrowing the Jobs Gap

Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets...

12 Sep 201628min

The Changing Media Landscape: Disrupting Distribution

The Changing Media Landscape: Disrupting Distribution

Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division dis...

26 Aug 201629min

Emission Control: The Expanding Low Carbon Economy

Emission Control: The Expanding Low Carbon Economy

Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term indus...

12 Aug 201619min

Brick and Mortal: Retail's Hard Lessons from E-Commerce

Brick and Mortal: Retail's Hard Lessons from E-Commerce

Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts a...

28 Jul 201617min

Healthcare's Balance Between Science and Commerce

Healthcare's Balance Between Science and Commerce

Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress in the fight against cancer, diabetes and Alzheimer...

13 Jul 201619min

Brexit: After the Vote

Brexit: After the Vote

The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discu...

28 Jun 201628min

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