Exchanges At Goldman Sachs

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

Informações:

Synopsis

Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop.