Goldman Sachs(@GoldmanSachs ):AI and technology stocks are driving equities higher, but rising inflation now suggests a more deliberate approach to portfolio construction. On Goldman Sachs Exchanges, Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Asset Management discuss why:

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Goldman Sachs@GoldmanSachs

2026.05.14 20:50

AI and technology stocks are driving equities higher, but rising inflation now suggests a more deliberate approach to portfolio construction. On Goldman Sachs Exchanges, Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Asset Management discuss why: