Asset Allocation Outlook for 2023: Greater Diversification and Divergence
Exchanges6 Des 2022

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research, breaks down what investors should keep in mind when building portfolios in 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(607)

Europe at a Crossroads

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The Impact of Rising Natural Gas Prices

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Why Hedge Funds Are Turning to the Private Markets

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Hedge funds are turning to the private markets, bringing increasing competition to the space. Goldman Sachs’ Kristin Kramer and Freddie Parker explain the shift in public and private market dynamics a...

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Is China Investable?

Is China Investable?

As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior strate...

21 Sep 202135min

What’s Behind the Record-Breaking IPO Market?

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Global equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more companies are choosing to go public today.  Learn more about...

14 Sep 202117min

Outlook for Global Growth: Less Synchronized, More Complicated

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Goldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Sep 202121min

How Are Investors Navigating China’s Regulatory Uncertainty?

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