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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The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth

The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth

How is the fast-spreading Delta variant affecting the outlook for reopening and economic growth? Goldman Sachs Research’s Terence Flynn and Daan Struyven break down the implications for vaccines, boos...

10 Aug 202126min

M&A Outlook: How Companies Are Positioning For Growth

M&A Outlook: How Companies Are Positioning For Growth

Can the record pace of M&A continue? Goldman Sachs’ Mark Sorrell and Stephan Feldgoise, co-heads of global M&A for the Investment Banking Division, discuss the outlook, drivers and structures of M&A a...

3 Aug 202123min

Where Are Family Offices Seeking Higher Returns?

Where Are Family Offices Seeking Higher Returns?

With their unique structures, family offices are increasing their allocation to alternative investments and acting more like institutional investors, according to a new report from Goldman Sachs, Wide...

27 Juli 202126min

The Future of ‘Femtech’

The Future of ‘Femtech’

Three leading voices in the “femtech” space—Ann Roberts of Flo Health, Lea von Bidder of Ava and Dr. Peter Kecskemethy of Kherion Medical—join Goldman Sachs’ Antonia Riera and Allison Nathan to discus...

20 Juli 202126min

Race to Zero: How Companies Are Deploying Decarbonization Strategies

Race to Zero: How Companies Are Deploying Decarbonization Strategies

As companies look to reduce their carbon footprints, decarbonization strategies are taking center stage. Goldman Sachs’ John Greenwood and Cindy Quan discuss the efforts by corporations to reach their...

13 Juli 202129min

‘Bidenomics’: Evolution or Revolution?

‘Bidenomics’: Evolution or Revolution?

Does President Biden’s economic agenda represent a new progressive era in the U.S.? Goldman Sachs Research’s Allison Nathan discusses how big of a shift in U.S. economic policy Bidenomics truly repres...

6 Juli 202130min

The Global Chip Shortage: Impact, Outlook and Recovery

The Global Chip Shortage: Impact, Outlook and Recovery

Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains.   Learn more about your ad choices. Vi...

29 Juni 202119min

The European Recovery: Here to Stay?

The European Recovery: Here to Stay?

The economic outlook for Europe appears to be brightening, but how sustainable is the recovery? Goldman Sachs’ Allison Nathan speaks with Jari Stehn, chief European economist for Goldman Sachs Researc...

22 Juni 202124min

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