The US labor market is automating and becoming more flexible
Goldman Sachs Insights
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2d ago
Generative artificial intelligence is poised to automate nearly a quarter of jobs across all industries. The effects of AI will be felt on a workforce that is already “fractionalized,” in which part-time roles supplement or replace full-time ones, according to Goldman Sachs Ressearch ..read more
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George Lee in Conversation with Tony Pasquariello: The AI Revolution
Goldman Sachs Insights
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2w ago
George Lee, Co-Head of the Office of Applied Innovation, joined Tony Pasquariello, Global Head of Hedge Fund Coverage, on the Breaks of the Game podcast to discuss the AI revolution — where we are in the cycle, what’s the sentiment among consumers and enterprises, and what are some of the concerns and bottlenecks ..read more
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AI infrastructure stocks are poised to be the next phase of investment
Goldman Sachs Insights
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2w ago
The economic potential of AI has helped lift the stock market to new highs. A key question for investors is what happens next as the AI rally broadens to involve more companies, according to Goldman Sachs Research ..read more
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Is the S&P 500 too concentrated?
Goldman Sachs Insights
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1M ago
Led by the Magnificent Seven stocks that have captured investor attention this year, the concentration of market capitalization in the biggest US equities is the highest in decades. While some may fear it’s a sign of risk, the market has often rallied after bouts of high concentration, according to Goldman Sachs Research ..read more
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Can unused office space become residential real estate?
Goldman Sachs Insights
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1M ago
As US office vacancy rates rise and residential real estate continues to be in short supply, the solution might seem obvious: turn office buildings into multifamily residences. But there are major hurdles to such conversions, according to Goldman Sachs Research ..read more
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How to diversify as global stock markets grow more concentrated
Goldman Sachs Insights
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1M ago
Stock market concentration has increased dramatically in recent years at the market, sector, and stock level. However there are ways investors can diversify their portfolios while maintaining exposure to market leaders, according to Goldman Sachs Research ..read more
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SpaceX’s Shotwell on the need for a reusable Starship rocket for Mars
Goldman Sachs Insights
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1M ago
At some point in the future, we may be able to regularly transport humans to Mars and back. SpaceX and the engineers behind its two-stage lift launch vehicle, Starship, aim to pioneer this interplanetary route ..read more
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Hedge funds investing in credit are in demand
Goldman Sachs Insights
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1M ago
Firms that allocate assets are, for a second year in a row, more interested in hedge funds that invest in credit than in any other hedge fund strategy, according to the Goldman Sachs Prime Services Hedge Funds Insights and Analytics team’s 2024 Hedge Fund Industry Outlook ..read more
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The global market for humanoid robots could reach $38 billion by 2035
Goldman Sachs Insights
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2M ago
The worldwide market for humanoid robots is forecast to be bigger than analysts in Goldman Sachs Research expected even a year ago. The prospects for machines that help with everything from folding laundry to handling hazardous waste have improved as progress in artificial intelligence accelerates and investment in the sector grows faster than anticipated ..read more
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Lower battery prices are expected to eventually boost EV demand
Goldman Sachs Insights
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2M ago
Electric vehicle sales have hit a speed bump, and carmakers around the world are slowing their investment in EVs amid concerns about profitability. But even as our analysts lower their near-term sales forecasts, falling battery prices are expected to eventually boost EV sales ..read more
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