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Goldman Sachs Market Know-How 2Q 2026

2026

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1) Navigating a new resource reality driven by high commodity demand and constrained supply is crucial for portfolio construction and long-term growth.
2) This report explores the intersection of natural resources, critical minerals, and megatrends like AI and electrification, identifying investment opportunities across public equities, fixed income, and alternatives.
3) It analyzes how nations are positioned in the race for resources, the geopolitical implications of supply chain control, and strategic approaches to securing critical materials for future economic orders.
Tags: natural resources, critical minerals, AI, electrification, supply chain

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