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Quarterly Newsletters

DATE TITLE VIEW PDF
April 2017 April 2017

In this issue:
  • Head of Quantitative Research and Risk Management Michael
           Welhoelter discusses the importance of integrating risk
           management into the portfolio construction process.
  • CEO and Co-CIO Bill Priest explores the connection between
           fundamentals and President Trump's economic policies.
  • We introduce Epoch's new collective investment trusts.
  • We take a look at Epoch's latest Insights and publications.
  • VIEW
    January 2017 January 2017

    In this issue:
  • Portfolio Manager David Siino discusses the effect of rising
           rates on companies' capital allocation decisions.
  • CEO and Co-CIO Bill Priest explores the potential economic
           benefits and drawbacks of President Trump's policies.
  • We are introduced to a new investment professional and a
           new office and learn about the charitable endeavors
           of Epoch and its employees.
  • We take a look at Epoch's latest Insights and publications.
  • VIEW
    October 2016 October 2016

    In this issue:
  • Portfolio Manager Michael Caputo discusses small cap companies
           in the U.S. in the current environment.
  • CEO and Co-CIO Bill Priest explores the end of the impact of
           QE on markets
  • We take a look at Epoch's latest Insights and publications.
  • VIEW
    July 2016 July 2016

    In this issue:
  • Global Investment Strategist Kevin Hebner discusses the Economic
           and Financial implications of the Brexit vote.
  • CEO and Co-CIO Bill Priest explores the political contagion
           stemming from the Brexit vote
  • We meet the latest investment professional to join the Epoch team.
  • VIEW
    April 2016 April 2016

    In this issue:
  • Portfolio Manager Eric Sappenfield discusses the difference
           between low volatility as an investment goal and an outcome
           of the investment process.
  • CEO and Co-CIO Bill Priest explores the likelihood of equity market
           returns in the next few years looking like those of the last few
           years.
  • We meet the latest investment professionals to join the Epoch
           team.
  • VIEW
    January 2016 January 2016

    In this issue:
  • Portfolio Manager William Booth discusses the changing landscape
           of international equities.
  • CEO and Co-CIO Bill Priest looks back at the narrow breadth of
           performance drivers in 2015.
  • We meet the latest analyst to join Epoch's investment team.
  • VIEW
    October 2015 October 2015

    In this issue:
  • Portfolio Manager Eric Citerne explores China's potential impact on
           International Small Caps.
  • CEO and Co-CIO Bill Priest looks at the irrational valuation
           expectations of some market participants
  • We take a look at some of Epoch's recent webcasts and
           white papers
  • VIEW
    July 2015 July 2015

    In this issue:
  • Debt Overhang or Secular Stagnation? Portfolio Manager John
           Tobin explores the current economic debate.
  • CEO and Co-CIO Bill Priest looks at the contagion risks from recent
           events in China and Greece
  • We meet the newest addition to Epoch's analyst team
  • VIEW
    April 2015 April 2015

    In this issue:
  • Steve Bleiberg of our Global Portfolio Management Team looks
           at the keys to success for active management
  • CEO and Co-CIO Bill Priest discusses the impact that monetary
           policy has had on currency and yields
  • We highlight some of Epoch's latest insight pieces
  • VIEW
    January 2015 January 2015

    In this issue:
  • Senior Research Analyst John Reddan addresses the recent
          drop in oil prices
  • CEO and Co-CIO Bill Priest reflects on the effects
          of quantitative easing
  • We introduce Epoch's newest investment professionals
  • VIEW
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