Balancing the Risks to Portfolios from an Innovation Boom and Inflation
Full report
Reading view
More from source
More from Goldman Sachs Research

Goldman Sachs ResearchJul 28, 2026
IPO Surge: A Red Flag for Markets?
Macro

Goldman Sachs ResearchJul 27, 2026
Europe’s Consolidated Stock Market Tape Could Invigorate Trading and Boost Investment
Macro

Goldman Sachs ResearchJul 23, 2026
Three New Stock Themes Are in Focus as the AI Trade Gyrates
Macro

Goldman Sachs ResearchJul 21, 2026
What the Capex Boom Means for Stock Investors
Macro

Goldman Sachs ResearchJul 15, 2026
Will Space Stocks Outperform the S&P 500?
Macro