Goldman Sachs Exchanges

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

13 snips
Jun 18, 2024
Guest
Christian Mueller-Glissmann
Guest
Alexandra Wilson-Elizondo
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.
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Episode notes
1
Intro
00:00 • 3min
2
Valuation Perspective in a Late-Cycle Backdrop
02:33 • 2min
3
Analysis of the macroeconomic backdrop for the second half of the year
04:07 • 2min
4
Market Outlook and Hedging Strategies in a Volatile Environment
05:45 • 21min
5
Closing Remarks and Disclaimer
26:47 • 2min