Navigating 2025: Why investors need to diversify and hedge their portfolios
Exchanges8 Jan 2025

Navigating 2025: Why investors need to diversify and hedge their portfolios

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(598)

AI Exchanges: Where Will the Power Come From?

AI Exchanges: Where Will the Power Come From?

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking bus...

16 Juli 202522min

The Surprising Implications of an Aging Population

The Surprising Implications of an Aging Population

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, exp...

8 Juli 202517min

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Le...

1 Juli 202520min

Mid-year outlook: diversify and hedge

Mid-year outlook: diversify and hedge

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solut...

23 Juni 202525min

Is a US fiscal crisis ahead?

Is a US fiscal crisis ahead?

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with...

18 Juni 202520min

How to win: Steve Cohen on markets and the Mets

How to win: Steve Cohen on markets and the Mets

What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of ...

12 Juni 202522min

A German economic revival?

A German economic revival?

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germ...

10 Juni 202518min

How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to...

5 Juni 202524min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
borsmorgon
fill-or-kill
lastbilspodden
svd-tech-brief
bathina-en-podcast
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
loungepodden
affarsvarlden
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
dynastin