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Goldman Sachs executive resets equity stance to seven on 10 amid AI-led rebound
Anshul Sehgal, global co-head of Goldman Sachs’ FICC team, said the team has moved its domestic equity market view back to seven on 10 after previously raising it to nine on 10. Sehgal said the team still wants exposure to AI, while rotating some allocations into energy and defense and avoiding fixed income.