Goldman Sachs The Markets cover image

Are markets pricing in the potential of a default?

Goldman Sachs The Markets

00:00

What Investors Should Be Thinking About in Regards to Their Portfolios Right Now

Sam Grobar: What do you think investors should be thinking about in regards to their portfolios right now? He says it's no longer a beta-driven market. It's more so focused on alpha, which is generating return above and beyond your benchmark. The way to do that is to focus on security selection, he says.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app