2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Jun 18, 2024•29 min
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Episode description
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.
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