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)

BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about $2.4 trillion of assets. In this episode of Goldman Sachs Exchanges: Great Inve...

17 Aug 202329min

Corporate credit concerns

Corporate credit concerns

Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO...

15 Aug 202322min

Germany: a country at the crossroads

Germany: a country at the crossroads

Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation and a war on its doorsteps. In this episode, Wolfgang Fink, CEO...

8 Aug 202323min

Why the U.K.’s high inflation has global implications

Why the U.K.’s high inflation has global implications

More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Ste...

1 Aug 202325min

Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around ...

25 Juli 202340min

What’s next for China’s economy?

What’s next for China’s economy?

China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman...

21 Juli 202322min

Generative AI: hype, or truly transformative?

Generative AI: hype, or truly transformative?

Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s ...

18 Juli 202323min

Why 'everything aligns' for Japanese stocks

Why 'everything aligns' for Japanese stocks

Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy.  Learn more about your ad cho...

11 Juli 202316min

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