Goldman: Could Make Sense to Diversify Away From Chipmakers

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• BloombergLean L·2h ago

  Goldman: Could Make Sense to Diversify Away From Chipmakers

  Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses the tech selloff and why he thinks it could make sense to diversify away from semiconductor makers and lean more toward hyperscalers. "These are incredibly cyclical companies," Mueller-Glissmann tells Bloomberg Television. "So to some extent, it could make sense to diversify a bit away from them." (Source: Bloomberg)

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