Goldman Sachs The Markets

Turning tail risks into tailwinds

4 snips
Apr 12, 2024
Guest
Alexandra Wilson-Elizondo
Alexandra Wilson-Elizondo, Co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses rebalancing portfolios amidst a soft landing. Topics include AI impact, European and Japanese economies, and constructing robust portfolios with themes like digitization and demographics.
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Episode notes
1
Introduction
00:00 • 2min
2
Navigating Uncertainty Through Robust Portfolio Strategies
02:03 • 2min
3
Evolution of AI Impact in Markets and Sector Distinctions
04:08 • 2min
4
Analysis of Japanese and European economies with a focus on corporate reforms
05:52 • 4min