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Should investors worry about market concentration?

Goldman Sachs Exchanges

INSIGHT

Market Outlook and AI's Impact

  • High U.S. stock market valuations suggest lower returns in the next decade.
  • Geopolitical concerns and AI are major factors to consider.
  • AI's importance is compared to the internet, with potential for both a boom and disruption like the internet's impact on Blockbuster.
  • The next 5-10 years present significant upside and downside risks due to AI's transformative potential.
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