Goldman Sachs: three reasons to stay invested right now

Goldman Sachs' co-head of global banking and markets, Ashok Varadhan, laid out three key arguments for why investors should avoid pulling back from equities despite months of uncertainty. He noted that corporate earnings fundamentals remain resilient, central bank monetary policy continues to support risk assets, and structural trends—including AI infrastructure investment—are still driving growth in specific sectors. Varadhan pointed out that attempts to precisely time market entries and exits historically underperform a long-term buy-and-hold strategy. His remarks came amid an ongoing earnings season and debate over technology sector valuations.