At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Management, says there’s plenty of areas within the stock market that offer good value for investors right now. She discusses which industries and companies she likes, including a couple that have been ravaged by the coronavirus like restaurants and retail.
Mentioned in this podcast:
How a Goldman Sachs Manager Is Preparing For a Post-Covid World
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08/07/20 • 33 min
What Goes Up - Reflections of a Goldman Sachs Manager
Transcript
Strap on your parachute. Is time for What Goes Up with Sarah Ponzick and Mike Reagan. Hello, and welcome to What goes Up, a Bloomberg Weekly Markets podcast. I'm Sarah Ponzek, a reporter on the Cross Asset team, and I'm Mike Reagan, a senior editor at Bloomberg. And you can think of me as the captain to Sarah's toneel. You might have to google that one, Sarah, I absolutely will have to google that before your time. But this week on the show, eigh
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