In the News
Co-CIO and Portfolio Manager David Pearl appeared on BNN’s Money Talk to discuss the sectors that stand to benefit from the current environment of synchronized global growth, rising interest rates and low inflation. He also spoke about his expectations for Fed policy this year.
Sectors In the Current Environment»
U.S. Fed Policy »
Kera Van Valen and John Tobin on Asset TV
Kera Van Valen and John Tobin, Portfolio Managers on Epoch’s Shareholder Yield strategies discuss how current macro factors will impact companies’ ability to grow their cash flows and return cash to shareholders through dividends, share buybacks and debt reduction.
Bill Priest on Asset TV
CEO and Co-CIO Bill Priest appeared on AssetTV where he discussed why Shareholder Yield is relevant in today’s environment. He also touched on inflation and interest rates, and the influence of fiscal policy and technology on shareholder yield in 2018.
Financial Times: Epoch Founder Predicts a Technology Dividend Age
Bill Priest was recently interviewed for FTfm, where he discussed the importance of being aligned with the interests of clients, the opportunities for active equity management and the benefits and dangers of disruptive technology.
Bill Priest in FTSE Global Markets
CEO and Co-CIO Bill Priest was featured in FTSE Global Markets. He discussed the impact of Quantitative Tightening and why higher interest rates and waning liquidity are the most significant macro risks.
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Barron’s Round table 2018
For the third straight year, CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron’s 2018 Roundtable. He spoke about the impact of market volatility, global growth, the impact of quantitative tightening and technology on capital markets, tax reform and even cryptocurrencies.
Steven Bleiberg in Investment Europe
Portfolio Manager Steven Bleiberg was featured in Investment Europe in which he discussed why Growth and Value indexes don’t necessarily measure growth or value.
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Epoch’s Co-CIO was interviewed by Kim Parlee on BNN’s Money Talk. He discussed the overall investment implications of tax reform in the U.S. and why it is not yet priced into the market. He also described how tax reform could be a windfall for tech companies.
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- Are we due for a correction?
- How will tax reform impact cap ex and payout ratios?
- How is technology creating opportunities?
Shareholder Yield Portfolio Manager Kera Van Valen answered these questions and more in Fortune’s 2018 Investment Outlook Roundtable.
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