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Quarterly Newsletters

DATE TITLE VIEW PDF
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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