Goldman Sachs "Global Sustainable Development Forum" held in New York, here are the six key themes

Wallstreetcn
2025.10.03 02:31
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Goldman Sachs believes that the energy sector and artificial intelligence sector are worth paying attention to. The acceleration of electricity demand growth is driving comprehensive energy procurement, and the market holds an optimistic view on the long-term development prospects of nuclear energy. AI is disrupting the labor market and the electricity market, and investors and companies are currently more focused on "how much benefit AI can bring to sustainable development" and are seeking certainty in this benefit

Goldman Sachs proposed six major thematic investment opportunities at its 2025 Global Sustainable Investment Forum, emphasizing that infrastructure reliability and population aging will be key drivers of investment in an uncertain macro environment.

They stated that the current surge in demand for energy and water resources, aging infrastructure, and the frequency of extreme temperatures and weather events have led to "reliability" related investments being prioritized, specifically including infrastructure construction and energy efficiency improvement solutions, with the core goal of ensuring continuous power supply, stable water resource delivery, and clean water quality.

The aging population in developed markets creates new opportunities for "labor acquisition," making "easy access to labor" one of the competitive advantages for businesses.

Here are the six key points raised at the forum:

  • Energy Sector: Accelerating growth in electricity demand is driving comprehensive energy procurement, and the market holds an optimistic view on the long-term development prospects of nuclear energy.

  • Labor Sector: Labor acquisition and skills retraining are increasingly becoming potential constraints, while also serving as differentiation points among businesses.

  • Artificial Intelligence Sector: AI is disrupting the labor and electricity markets, and investors and companies are currently more focused on "how much benefit AI can bring to sustainable development," seeking certainty in this benefit.

  • Adaptability Sector: The focus on "adaptability" is continuously increasing, including adaptation to physical risks such as extreme weather, as well as the investment opportunities arising from this.

  • Increased Confidence in Reliability Theme: Market confidence in the theme of "(electricity and water resource) reliability" has further increased, with the current priority of "reliability" being higher than "affordability," while the overall priority of "reliability and affordability" is higher than "decarbonization."

  • Renewable Energy Outlook: The outlook for renewable energy is positive before 2028, while the trends after 2028 are more controversial

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