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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Growth and Geopolitical Risk

Growth and Geopolitical Risk

The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fea...

16 Okt 201919min

What’s Next for Direct Listings and IPOs?

What’s Next for Direct Listings and IPOs?

What’s all the buzz around direct listings? How are companies weighing IPOs vs. alternatives to raising capital in the public markets? Those questions were the focus of a recent panel at the Goldman S...

11 Okt 201925min

What’s on David Solomon’s Mind as He Enters Year Two as CEO?

What’s on David Solomon’s Mind as He Enters Year Two as CEO?

In this episode, David Solomon reflects on his first year as Goldman Sachs CEO: “I've been very focused on making sure that our client focus is at the center of everything we do, and that we really wo...

1 Okt 201933min

How Can Cities Adapt to Climate Change?

How Can Cities Adapt to Climate Change?

Adapting to a warmer world could drive one of the largest infrastructure build-outs in history, according to a new report from Goldman Sachs’ Global Markets Institute, titled Taking the heat: making c...

25 Sep 201917min

What’s It Really Like to Be a Goldman Sachs Intern?

What’s It Really Like to Be a Goldman Sachs Intern?

What’s it like to be a Goldman Sachs intern? In this episode, two interns from this past summer talk about their experiences at GS, as well as what they value in an employer—from diversity to work-lif...

19 Sep 201928min

Currency Wars

Currency Wars

President Trump has voiced concern that a strong Dollar is damaging US competitiveness. Of course, exchange rates do matter for trade, and the US' non-oil trade balance has deteriorated sharply since ...

17 Sep 201922min

Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?

Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?

John Waldron is a busy man. He’s almost a year into his role as Goldman Sachs COO and President, and he’s also a father of six. In this episode, Waldron demystifies his day-to-day and explains why he’...

13 Sep 201928min

What Can Wall Street and Silicon Valley Learn From Each Other?

What Can Wall Street and Silicon Valley Learn From Each Other?

Technology is changing the structure of the financial industry, says Marty Chavez, global co-head of the Goldman Sachs Securities Division. In this episode, he discusses how the industry is reshaping....

3 Sep 201950min

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