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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Avsnitt(620)

Disruption in Deutschland

Disruption in Deutschland

Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corporations and its globally admired small and medium-s...

19 Maj 201624min

Whenever, Wherever: The New Model for Retail

Whenever, Wherever: The New Model for Retail

Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs discusses how the slowdown in deal-making in the first quarter of 2016 ha...

4 Maj 201616min

Niche No Longer: ESG Investing Goes Mainstream

Niche No Longer: ESG Investing Goes Mainstream

What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing f...

21 Apr 201628min

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of...

6 Apr 201620min

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in ente...

22 Mars 201623min

"Fat and Flat" and the Market Path from Here

"Fat and Flat" and the Market Path from Here

Peter Oppenheimer, Goldman Sachs Research's chief equity strategist and head of European Macro Research, weighs in on the recent rally in equity markets, the "third wave" of the financial crisis, the ...

10 Mars 201626min

The Markets vs. the Economy - Explaining the Disconnect

The Markets vs. the Economy - Explaining the Disconnect

Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the...

25 Feb 201630min

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution o...

9 Feb 201626min

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