Long-term Treasury yields around 5% have made government bonds attractive again, but AI infrastructure still offers a better opportunity, according to a Goldman Sachs executive. “Personally, I think the asymmetric expression is being long compute,” said Anshul Sehgal, Goldman’s global co-head of fixed income, currencies, and commodities. Sehgal said he favors AI infrastructure companies, including
Investors have worried that higher yields would drive foreign buyers out of the US corporate bond market. So far, that hasn’t happened. Despite a sharp rise in Treasury yields this year, foreign demand for US corporate bonds has remained robust, according to Goldman Sachs. Through the end of June, net foreign purchases of US corporate
The emergence of new technology has long inspired humans to shape our environments. The invention of steel permitted the rise of skyscrapers, the automobile inspired highway systems and the internet gave rise to a whole new set of digital spaces. Now, a new force for change is upon us. The pace of improvement in AI
Only about 12% of family-owned businesses make it to a third generation still under family control, according to a new Goldman Sachs playbook aimed at the founders and dynasties the bank counts among its most prized clients. It’s a statistic Goldman itself put in print in “Honoring Legacy and Positioning for the Future,” a paper
South Korea’s breakneck stock market rally has been rocked by wild swings in recent weeks, but Goldman Sachs says the recent turmoil has not changed its bullish outlook. South Korea was Asia’s best-performing stock market in the first half of 2026, with the benchmark Kospi index nearly doubling. But that rally has come under pressure
AI is coming to millions of American jobs, but that doesn’t mean the job will disappear forever. Joseph Briggs, who heads Goldman Sachs Research’s global economics team, said on a recent episode of the bank’s “Exchanges” podcast that he expects about 9% of the U.S. workforce to be displaced as AI is adopted across the
