US midterms could accelerate stock market rotation; healthcare "next leg of the AI trade": Goldman Sachs

The US midterm elections could accelerate the ongoing rotation in stock markets, with healthcare sector emerging as a potential defensive investment, according to Lou Miller, Global Head of Custom Basket Trading at Goldman Sachs.

Nov 7, 2026 - 11:00
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US midterms could accelerate stock market rotation; healthcare "next leg of the AI trade": Goldman Sachs
The US midterm elections could accelerate the ongoing rotation in stock markets, with healthcare sector emerging as a potential defensive investment, according to Lou Miller, Global Head of Custom Basket Trading at Goldman Sachs.

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