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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Retail: Online, Offline, All the Time

Retail: Online, Offline, All the Time

The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consumer ...

16 Juni 201728min

Space: The Next Investment Frontier

Space: The Next Investment Frontier

Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, sen...

22 Maj 201724min

The Metrics that Matter: A 'Mainstream' Approach to ESG

The Metrics that Matter: A 'Mainstream' Approach to ESG

Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the G...

8 Maj 201726min

Post-Brexit Europe: A Period of Uncertainty and Opportunity

Post-Brexit Europe: A Period of Uncertainty and Opportunity

The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business opera...

26 Apr 201722min

'Peak Momentum' and a New Phase for Asian Stocks

'Peak Momentum' and a New Phase for Asian Stocks

Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest return...

7 Apr 201728min

Manufacturing in the Digital Age: A Balancing Act for Businesses

Manufacturing in the Digital Age: A Balancing Act for Businesses

The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Investmen...

27 Mars 201720min

Rhetoric Meets Reality in Washington

Rhetoric Meets Reality in Washington

President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phill...

10 Mars 201731min

Asia Adapts to a New Investing Climate

Asia Adapts to a New Investing Climate

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on ...

22 Feb 201719min

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