Goldman Sachs' Bordlemay on AI Investment and Inflation Caused by Market Uncertainty
Bloomberg Tech
•
AI Business
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, ed by significant and durable AI investment spending projected to reach $1 trillion over the next three to four years.