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16.04.26 - 21:42
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Goldman Sachs′ Bordlemay on AI Investment and Inflation Caused by Market Uncertainty (Bloomberg)
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Katherine Bordlemay, Goldman Sachs Asset Management Co-Head of Equity Client Portfolio Management, discussed the current equity market environment at all-time highs. She emphasized that equities are benefiting from upward earnings revisions, supported by significant and durable AI investment spending projected to reach $1 trillion over the next three to four years. (Source: Bloomberg)...
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