Asset Allocation Outlook for 2023: Greater Diversification and Divergence
Exchanges6 Dec 2022

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research, breaks down what investors should keep in mind when building portfolios in 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(614)

Half Full: The Case for Remaining Invested in US Equities

Half Full: The Case for Remaining Invested in US Equities

US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth...

17 Jan 201729min

My Generation: What Your Birth Year Says about How You'll Spend

My Generation: What Your Birth Year Says about How You'll Spend

Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the diff...

10 Jan 201725min

Artificial Intelligence: The Apex Technology of the Information Age

Artificial Intelligence: The Apex Technology of the Information Age

Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments and labor costs more efficient. That would provid...

27 Dec 201619min

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn Says Goodbye to Goldman Sachs

Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn s...

12 Dec 201620min

After the Trump Trade: The Future of Financials

After the Trump Trade: The Future of Financials

Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader of...

12 Dec 201617min

Taxes, Trade and More in a Trump Presidency

Taxes, Trade and More in a Trump Presidency

As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Ph...

17 Nov 201638min

Defining the Terms of Brexit

Defining the Terms of Brexit

As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief Eur...

14 Nov 201628min

Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs' David Solomon to discuss entrepreneurship and...

31 Okt 201628min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-svart-marknad
svd-tech-brief
rss-borsens-finest
uppgang-och-fall
bathina-en-podcast
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
avanzapodden
lastbilspodden
fill-or-kill
borsmorgon
24fragor
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
montrosepodden