Christian Mueller-Glissmann

Christian Mueller-Glissmann leads asset allocation research at Goldman Sachs, while Alexandra Wilson-Elizondo co-heads the Multi-Asset Solutions Business. They discuss strategies for navigating market volatility and advocate for diversification instead of relying solely on U.S. tech stocks. The conversation highlights the risks facing European investors and the need for strategic hedging. They emphasize the importance of adapting portfolios to the evolving economic landscape, ensuring resilience amidst policy uncertainties and market challenges.

Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, and Alexandra Wilson-Elizondo, co-CIO at Goldman Sachs Asset Management, dive deep into the investment landscape for 2025. They discuss how successful strategies from 2024 may need reevaluation. The conversation highlights the importance of diversification and alternative assets to navigate economic shifts. They also explore the complexities of the bond market and the necessity of hedging strategies like gold and currencies to mitigate risks in today's volatile climate.

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.

Christian Mueller-Glissmann, Head of asset allocation research at Goldman Sachs Research, and Brian Garrett, co-lead of the equity execution team, dive into the market's strong response to Trump's election win. They discuss the sharp rises in stocks, bond yields, and the dollar while exploring sustainable investment strategies in underperforming sectors. The conversation also touches on the impact of political changes on market volatility, interest rates, and the unique dynamics emerging as the 2024 financial landscape unfolds.

Expert Christian Mueller-Glissmann discusses 2024 capital allocation, Europe's inflation resilience, and using structured products. They analyze election cycles, advocate for trend following strategies, and highlight optimal portfolio allocation suggestions for the year.