Goldman Sachs says one major theme of the fund is resuming as the market recovers.
On a new episode of the bank’s Exchanges podcast, Dominic Wilson, senior market advisor at Goldman Sachs Research, he says that Artificial Intelligence (AI) stocks will return to their position.
“What we’ve seen is that the topic of AI, not just in the conversation, but what the markets are doing, has come back very quickly. Semiconductor stocks … (are doing) very well.
We’ve had a lot of pressure on software customers, even in this recovery period. You’ve had semiconductors making new highs… And the theme is back. ”
However, Wilson warns that investors should expect volatility in the market in the near future and advises them to take action.
“You have to have a selective risk for things that you like, and you have to be strongly hedged, because there are these risks that are still very common and can easily disrupt things…
If you’ve been well-rounded when the market goes down… you should start thinking about adding risk at lower prices to your favorite stocks. And as you go up, the market relaxes… you should start thinking about whether to add to your hedges more aggressively. “
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