Goldman Sachs has raised its stock rating to overweight for the next three months and its bond rating to overweight for the next 12 months. According to Odaily, the firm said it favors AI-related stocks and some high-dividend names in its equity allocation.

Goldman Sachs said improving valuations, resilient corporate earnings and easing inflation trends should support market performance through 2027. It also warned that rising yields and geopolitical risks could continue to increase market volatility.