2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Exchanges18 Juni 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

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Avsnitt(621)

Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit

Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit

Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldm...

29 Jan 202520min

Navigating the volatility in global bond markets

Navigating the volatility in global bond markets

Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and in...

21 Jan 202523min

Keep on truckin’: Will the US continue to outperform other markets?

Keep on truckin’: Will the US continue to outperform other markets?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and w...

14 Jan 202519min

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

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 Re...

8 Jan 202523min

A perfect setup for the financial sector?

A perfect setup for the financial sector?

Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulati...

20 Dec 202426min

The outlook for global deal-making

The outlook for global deal-making

The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of t...

18 Dec 202422min

Will China’s policy stimulus be enough?

Will China’s policy stimulus be enough?

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in ad...

16 Dec 202427min

Investing in Sports: Women’s Sports and the Future

Investing in Sports: Women’s Sports and the Future

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the oppor...

13 Dec 202433min

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