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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Investing with Altimeter Capital’s Brad Gerstner

Investing with Altimeter Capital’s Brad Gerstner

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sach...

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How Retail Investors Are Shaping Markets

How Retail Investors Are Shaping Markets

The pandemic spurred a new generation of retail investors, many of whom are now stepping away from the markets. In the latest episode Exchanges at Goldman Sachs, John Marshall, head of derivatives res...

14 Juni 202229min

Investing with Advent International’s Tricia Glynn

Investing with Advent International’s Tricia Glynn

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sach...

10 Juni 202226min

A ‘Seismic’ Shift in Private Markets

A ‘Seismic’ Shift in Private Markets

The private financial markets have grown sharply in recent years as easy monetary policies drove investors towards illiquid markets offering higher yields. In the latest episode of Exchanges at Goldma...

7 Juni 202230min

Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto

Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto

The world’s largest investors — insurers — are relatively optimistic about the investment landscape, despite rising concerns about inflation. In the latest episode of Exchanges at Goldman Sachs, Mike ...

31 Maj 202218min

What’s Behind the Tech Sell-Off?

What’s Behind the Tech Sell-Off?

How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs A...

24 Maj 202225min

Crypto Volatility: What’s the Outlook for Digital Assets?

Crypto Volatility: What’s the Outlook for Digital Assets?

As investors pull back from risk assets amid fears of slowing economic growth, what does the future of digital assets and cryptocurrencies hold? In our latest Exchanges at Goldman Sachs, Mathew McDerm...

18 Maj 202219min

Is (De)globalization Ahead?

Is (De)globalization Ahead?

Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges a...

10 Maj 202227min

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