Innovation and Inflation: Twin Forces Reshaping Portfolios | Goldman Sachs
- Podcast Series: Goldman Sachs Exchanges
- Episode Title: Innovation and Inflation: Twin Forces Reshaping Portfolios
- Recording Date: May 7, 2026
- Publication Date: May 13, 2026
- Moderator: Allison Nathan (Goldman Sachs Research)
- Panelists:
- Christian Mueller-Glissmann: Head of Asset Allocation, Goldman Sachs Research
- Alexandra Wilson-Elizondo: Global Co-Head of Multi-Asset Solutions, Goldman Sachs Asset Management
1. The Macro Backdrop: Stagflationary vs. Growth Shocks []
References
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