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(601)

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

China's Transition and the Outlook for Asia

China's Transition and the Outlook for Asia

Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets ...

20 Okt 201526min

Cars 2025 - What Will Drive You?

Cars 2025 - What Will Drive You?

Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the ado...

12 Okt 201522min

Flat is the New Up

Flat is the New Up

David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and why the decline in energy prices will have import...

9 Okt 201527min

Separating Signals from Noise - Perspectives on the Future of Investing

Separating Signals from Noise - Perspectives on the Future of Investing

Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for i...

29 Sep 201524min

Oil: Lower for Even Longer

Oil: Lower for Even Longer

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feedbac...

17 Sep 201523min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
okonomiamatorene
lederpodden
rss-markedspuls-2
flypodden
rss-trygg-av-natur