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Goldman Sachs Exchanges
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Jun 18, 2024
Goldman Sachs' experts Christian Mueller-Glissmann and Alexandra Wilson-Elizondo share insights on building portfolios for a more volatile macroeconomic backdrop. They discuss valuations, macroeconomic conditions, market outlook, AI impact on investments, and the importance of diversified portfolios and selective hedging strategies.
28:41
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Quick takeaways
- Consider profitability when assessing valuations in late cycle scenarios.
- Maintain a cautious but positive stance with balanced portfolios in the face of market cracks.
Deep dives
The Macro Backdrop and Market Optimism
The podcast discusses the positive start of the year for investors with US stocks at all-time highs and areas like bonds offering good yields. However, the conversation shifts to potential cracks in the market and the outlook for the second half of 2024. Despite concerns about positioning and sentiment, the macro conditions are seen as supportive, with possibilities of rate cuts and ongoing technology revolutions aiding equities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode