Goldman Sachs "Global Sustainability Forum" held in New York: Here are the six main themes

``` Goldman Sachs presented six major thematic investment opportunities at its 2025 Global Sustainable Investment Forum, emphasizing that in an uncertain macro environment, infrastructure reliability and population aging will become key drivers of investment. They pointed out that with the current surge in demand for energy and water resources, aging infrastructure, and the increasing frequency of extreme temperatures and weather events, "reliability"-related investments have been listed as a priority direction. This specifically includes infrastructure construction and energy efficiency improvement solutions, with the core goal of ensuring continuous power supply, stable water 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 companies. The six major thematic points presented at the forum are as follows: - **Energy**: Accelerating growth in electricity demand is driving comprehensive energy procurement, and the market holds an optimistic long-term outlook for nuclear energy. - **Labor**: Labor acquisition and skills retraining are increasingly becoming potential constraints, while also serving as differentiation points between companies. - **Artificial Intelligence**: AI is disrupting both the labor and electricity markets. Investors and companies are now more concerned about "how much benefit AI can bring to sustainable development" and are seeking certainty in these benefits. - **Adaptability**: Focus on "adaptability" is rising, including adaptation to physical risks such as extreme weather, as well as the investment opportunities created as a result. - **Increased Confidence in the Reliability Theme**: Market confidence in the theme of "(electricity and water) reliability" has further increased. Currently, the priority of "reliability" is higher than "affordability," and the overall priority of "reliability and affordability" exceeds that of "decarbonization." - **Renewable Energy Outlook**: The outlook for renewable energy is positive through 2028, but there is more debate regarding developments after 2028. Risk Warning and Disclaimer The market carries risks, and investment should be undertaken with caution. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation, or needs of any individual user. Users should consider whether any opinions, views, or conclusions in this article are suitable to their specific circumstances. Investing accordingly is at your own risk. ```