Goldman Sachs says a key investment theme is rebounding as the market returns.
In a new episode of the bank’s podcast, Dominic Wilson, senior markets advisor at Goldman Sachs Research, He says Artificial intelligence (AI) stocks are making a comeback.
“What we’ve seen is that the topic of AI, not just in terms of the conversation, but in terms of what the markets are actually doing, has come back very quickly. Semiconductor stocks… (are doing) really well.”
We’ve been under more pressure on software stocks, even in this recovery period. “Semiconductors have achieved new heights… and so this topic is back.”
However, Wilson warns that investors should anticipate near-term market volatility and advises them to react intelligently.
“You have to have selective long-term risks in the things you love, and you have to be very hedging, because there are downside risks that are still very prominent and can easily shake things up…
If you’re relatively well hedged as the market moves lower… you should start thinking about adding some risk at lower prices to your favorites. As you go up, the market relaxes… You should start thinking about whether you should add to your hedging more aggressively.
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