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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Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world hav...

30 Apr 202026min

Client Call: CFO Perspectives

Client Call: CFO Perspectives

Goldman Sachs CFO Stephen Scherr and other senior leaders across the firm discuss topics that are top of mind for CFOs in the current environment, from financing markets and liquidity concerns, to ear...

29 Apr 20201h 1min

Markets Update: Oil Prices Drop to Record Lows

Markets Update: Oil Prices Drop to Record Lows

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices.   Learn more about your ad choice...

24 Apr 20207min

Client Call: Oil Update as Negative Prices Emerge

Client Call: Oil Update as Negative Prices Emerge

To share Goldman Sachs’ latest analysis on record price declines in oil markets, this episode leverages a client call, featuring Jeff Currie, Damien Courvalin and Brian Singer of Goldman Sachs Researc...

22 Apr 202037min

How the Housing Sector Has Been Impacted by the Economic Slowdown

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building p...

21 Apr 202015min

Markets Update: What Investors Are Watching

Markets Update: What Investors Are Watching

As volatility continues in the public markets, Meena Flynn of Goldman Sachs’ Consumer and Investment Management Division gives her analysis on the latest swings and explains how investors with permane...

17 Apr 202016min

How Markets Have “Changed Forever”

How Markets Have “Changed Forever”

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, talks about how financial trading has adapted to a primarily remote workforce and also shares takeaways from the division’s st...

16 Apr 202020min

Markets Update: CEO David Solomon Shares His Perspectives on the Current Environment

Markets Update: CEO David Solomon Shares His Perspectives on the Current Environment

Goldman Sachs Chairman and CEO David Solomon shares his views on the pandemic and the economic impact, alongside other of the firm’s senior leaders.  Learn more about your ad choices. Visit megaphone....

9 Apr 202058min

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