Global Strategy Paper: AI: To buy, or not to buy, that is the question

According to Goldman Sachs Research, the technology sector is not in a bubble and is likely to continue to dominate returns. However, concentration risks are high and investors should look to diversify exposure to improve risk-adjusted returns while also gaining access to potential winners in smaller technology companies and other parts of the market, including in the old economy, which will enjoy the growth of more infrastructure spend.