|
January 18 2012 |
Epoch’s Capital Markets Outlook January 18, 2012 Despite resilient U.S. consumption, global growth will be restrained by high debt levels and contracting credit. Bill Priest and David Pearl highlight the risks and opportunities for equity investors in a slow-growth environment. |
|
October 12 2011 |
Epoch’s Capital Markets Outlook October 12, 2011 Bill Priest and David Pearl provide their insights on the market implications of the developed world's debt problems, the outlook for global demand and how Epoch is positioned for an environment of debt reduction and slower growth. |
|
July 13 2011 |
Epoch’s Capital Markets Outlook Bill Priest and David Pearl will discuss their outlook for the global and U.S. economies, companies, sectors and markets. |
|
April 13 2011 |
Epoch’s Capital Markets Outlook Bill Priest and David Pearl provide their market outlook in the wake of the natural disaster in Japan and in the face of the web of debt in Europe and U.S. |
|
January 19 2011 |
Epoch’s Capital Markets Outlook Bill Priest and David Pearl review 2010 and provide their outlook for 2011 |
|
October 21 2010 |
Epoch’s Capital Markets Outlook Bill Priest and David Pearl provide their insights on the current market environment, their outlook and why equities have attractive qualities from here |
|
July 20 2010 |
Epoch’s Capital Markets Outlook - The Coming Change in Expectations Bill Priest and David Pearl discuss their interpretation of the events and possible outcomes spawned by the global financial crisis and its aftermath |
|
April 15 2010 |
Epoch’s Capital Markets Outlook - The Power of Zero Bill Priest and David Pearl provide their insights on the powerful impact of near zero interest rates on the capital markets and likely consequences of a potential increase in rates |
|
January 14 2010 |
Epoch’s Capital Markets Outlook - Where Do We Go From Here? Bill Priest and David Pearl provide a brief overview of the financial crisis and the storms it created. |
|
October 20 2009 |
Epoch’s Capital Markets Outlook David Pearl provides insights on the capital markets and why we believe a portfolio of high quality, well-managed companies producing excess free cash flow should prevail in today's market |
|
October 19 2009 |
The Financial Crisis: A “Whodunit” Perspective Bill Priest reviews the drivers and implications of the financial crisis |
|
July 21 2009 |
Epoch’s Capital Markets Outlook: Green Shoots or Dandelions? Bill Priest gives his views on the outlook for the financial and real economy |
|
July 16 2009 |
Epoch’s Capital Market Outlook David Pearl provides his perspective on whether the recent surge in markets is both sustainable and reflective of what lies ahead |
|
March 12 2009 |
Epoch’s Capital Market Outlook David Pearl reviews Epoch's capital markets outlook and how we are evaluating opportunities given the scale of the significant market downturn |
|
March 04 2009 |
2008: The End of Trust (Without Verification) Bill Priest discusses the great recession of 2008/09 |