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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Is 2022 the Endemic Year?

Is 2022 the Endemic Year?

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Shaman, Director of the Climate and Health Program at Columbia University’s Mailman School of Public Health, and Dr. Eric Topol, Founder and Director of the Scripps Translational Science Institute, discuss the rapid spread of the Omicron variant of SARS-CoV-2 and the potential shift to an endemic phase of the pandemic in 2022.  Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Jan 202224min

As Rates Reprice and Stocks Sell Off, What’s Next?

As Rates Reprice and Stocks Sell Off, What’s Next?

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Kostin and Global Markets Division’s Jonathan Shugar share their thoughts on how the recent jump in bond yields and sell off in growth stocks are reshaping markets and investor strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Jan 202225min

Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022

Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon shares his thoughts on the year ahead and what he expects for the global economy, markets and corporate activity. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Jan 202220min

Understanding the Metaverse and Web 3.0

Understanding the Metaverse and Web 3.0

The “metaverse” has captured the imagination of technology investors, but what is it, and what does it signal for the next era of computing? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research's Eric Sheridan examines how the blending of elements of the physical and digital worlds via virtual reality, augmented reality, gaming and immersive online communities is contributing to the rise of a more decentralized Web 3.0.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Jan 202216min

What’s Next for M&A

What’s Next for M&A

The record wave of M&A activity that we witnessed in 2021 is showing no signs of slowing as we turn the page on a new year. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, co-heads of the global mergers and acquisition business in the Investment Banking Division, explain the drivers behind the deal-making activity and the outlook for 2022.  Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Jan 202223min

Accelerating Transition: Market Tools for ESG

Accelerating Transition: Market Tools for ESG

In part 5 of our special miniseries, host Kara Mangone talks to Sarah Lawlor, Chief Operating Officer of the Sustainable Solutions Council in the Global Markets Division about the tools available to ESG investors and how they can find and access opportunities in a Net Zero future. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Dec 202127min

Investing in Climate Change 2.0

Investing in Climate Change 2.0

Despite mixed progress on global climate action at COP26, a key takeaway emerged: the private sector is stepping up to tackle climate change. In this episode, experts from former Bank of England Governor Mark Carney to Engine No. 1’s founder Chris James debate the role—and effectiveness—of the private sector in driving change.  Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Dec 202130min

Redefining the Retirement Landscape

Redefining the Retirement Landscape

Retirement expectations in the wake of COVID-19 are evolving and may be at odds with reality, according to the inaugural Retirement Survey & Insights Report from Goldman Sachs Asset Management.  Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Dec 202117min

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