These 2 defensive sectors are primed for gains as market sentiment soars, according to Goldman Sachs

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• Goldman Sachs's new sector model suggests more defensive positioning as Wall Street prices in near-record optimism.
• It points to defensive sectors like utilities and healthcare, which have more attractive risk versus reward under current prices.
• The firm's analysts say utilities in particular will benefit from the AI boom's boost to power demand.

With Wall Street pricing in high levels of economic growth next year, Goldman Sachs's...