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2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

Goldman Sachs Exchanges

00:00

Valuation Perspective in a Late-Cycle Backdrop

Discussing how valuations are high but not a reason to be bearish in current macro conditions, mentioning the development of a new fair value model for the S&P, considering the strong Return on Equity (ROE) to mitigate concerns, and explaining why the speakers are not making significant changes to asset allocation despite recent bullish sentiment indicators.

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