Goldman Sachs strategist favors AI infrastructure over long-term bonds
AI Summary- Anshul Sehgal favored AI infrastructure investments despite the Federal Reserve signaling higher rates for longer.
- Long-term Treasury yields are expected around 4.25%, while AI investment could rise multiplicatively.
- Global X Artificial Intelligence & Technology ETF and iShares Future AI & Tech ETF gained 24.69% and 52.98% year to date.