Why Investors Should Maintain Positions in Equities

Katie Koch from Goldman Sachs Asset Management discusses investment strategies for 2017, emphasizing the importance of maintaining equity positions for yield. She highlights the potential of fiscal stimulus and infrastructure investment, particularly in a low-rate environment. Koch also provides insights into the banking sector, especially European banks, and discusses emerging markets with a focus on Chinese equities. The conversation concludes with a discussion on market volatility and the benefits of active management.

What is the significance of fiscal expansion and infrastructure spending according to Katie?

What challenges do European banks face, and what opportunities does Katie see in this sector?

How does Katie view the potential of emerging markets and the role of Chinese equities?