21min chapter

Goldman Sachs Exchanges cover image

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

Goldman Sachs Exchanges

CHAPTER

Market Outlook and Hedging Strategies in a Volatile Environment

The chapter provides insights on the current market outlook, focusing on maintaining a risk-on stance with a preference for equities over bonds. It discusses the significance of AI optimism in market performance, forecasting structural changes related to AI scenarios, and the impact of upcoming elections globally on portfolios. The speakers emphasize the need for diversified portfolios, selective hedging strategies, and international diversification to mitigate risks and capitalize on potential opportunities amidst a volatile macroeconomic environment.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode