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Webcasts

October 19 2017

Epoch’s Capital Markets Outlook - October 2017

Epoch's Co-Chief Investment Officers Bill Priest and David Pearl, as well as Global Investment Strategist Kevin Hebner discuss the key reasons for our continued constructive outlook on equity markets. Topics include weaker inflation, the investment case for Europe, what we like and we don'tabout Japanese equities and the impact of Technology on capital markets.

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July 20 2017

Epoch’s Capital Markets Outlook - July 2017

Epoch's Co-Chief Investment Officers Bill Priest and David Pearl, as well as Portfolio Manager Bill Booth and Global Investment Strategist Kevin Hebner will discuss the key reasons for our continued constructive outlook on equity markets. Topics discussed will include:
• Why the outlook for a major shift in monetary policy appears unlikely
• The improving outlook for production and capex
• The investment case for Europe and
• The impact of Technology, one of Epoch's key investment themes, "Tech is the new macro".

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April 05 2017

Epoch’s Capital Markets Outlook - April 2017

Epoch's Co-Chief Investment Officers Bill Priest and David Pearl and its Global Investment Strategist Kevin Hebner will discuss the macro factors impacting capital markets. Topics covered will include President Trump's economic policies, especially regarding tax reform, deregulation and trade. They will also discuss the challenges facing Europe, particularly given its busy political calendar, as well as the potential implications of rising interest rates for equity multiples.

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January 26 2017

Epoch’s Capital Markets Outlook - January 26 2017

Epoch's Co-Chief Investment Officers Bill Priest and David Pearl and its Global Investment Strategist Kevin Hebner discuss the macro factors impacting the capital markets, including how President-elect Trump's economic policies could have a positive cyclical influence on earnings but a negative influence on global trade. They will also discuss the challenges facing Europe and what rising interest rates could mean for the market.

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November 09 2016

Investment Implications of the U.S. Election

The U.S. is about to complete one of the most tumultuous and talked about election cycles it has ever seen. Both candidates have made proposals that, if they became reality, might impact equity markets. With the results in, please join CEO and Co-CIO Bill Priest and Global Investment Strategist Kevin Hebner discuss the potential implications of the outcome of this election.

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October 06 2016

Epoch’s Capital Markets Outlook - October 2016

Bill Priest and David Pearl, our Co-Chief Investment Officers, will be joined by Global Investment Strategist Kevin Hebner to discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. These factors include monetary policy, secular stagnation, contagion and technology.

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July 21 2016

EPOCH’S CAPITAL MARKETS OUTLOOK - July 21, 2016

Bill Priest and David Pearl, our Co-Chief Investment Officers, will be joined by Global Investment Strategist Kevin Hebner to discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. 

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June 24 2016

Implications for Investors following Britain’s Vote on European Union.

Epoch's CEO, Co-CIO and Portfolio Manager Bill Priest and Global Investment Strategist Kevin Hebner discussed the implications of the U.K.'s vote to leave the European Union.

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April 07 2016

EPOCH’S CAPITAL MARKETS OUTLOOK - April 7, 2016

Bill Priest and David Pearl, our Co-Chief Investment Officers, discussed the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. They were joined by Barney Rosen, who explored the current happenings in the health care sector.

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January 14 2016

Epoch’s Capital Markets Outlook - January 14, 2016

Bill Priest and David Pearl, our Co-Chief Investment Officers, discussed the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in the Capital Markets Outlook webinar.

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October 22 2015

Epoch’s Capital Markets Outlook - October 22, 2015

Bill Priest and David Pearl, our Co-Chief Investment Officers, will discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. 

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October 06 2015

October 6, 2015: Shareholder Yield: Past, Present and Future Webinar

The Shareholder Yield strategy was conceived a decade ago. Today, with rates now at historic lows, the effects of quantitative easing having run their course and volatility returning to the stock market, we believe the strategy is more compelling now than it has ever been. Please join Bill Priest, Eric Sappenfield and Mike Welhoelter as they discuss the strategy's fundamental underpinnings, portfolio results, exposure to defensive sectors, and changes underway in the global economy that make the strategy appealing.

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August 28 2015

A Perspective on Contagion - August 28, 2015

Bill Priest, David Pearl and Eric Sappenfield provide a perspective on the recent market volatility and the potential contagion effects from events in China. 

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July 16 2015

Epoch’s Capital Markets Outlook - July 16, 2015

Bill Priest and David Pearl, our Co-Chief Investment Officers, will discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar.

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April 16 2015

Epoch’s Capital Markets Outlook - April 16, 2015

Bill Priest and David Pearl, our Co-Chief Investment Officers, will discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. They will be joined by Michael Jin, who will focus on the utilities sector in the context of shareholder yield strategies. 

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January 14 2015

Epoch’s Capital Markets Outlook - January 14, 2015

Bill Priest and David Pearl, our Co-Chief Investment Officers, will discuss what is driving financial markets and the implications for investment portfolios in this quarter's capital markets outlook webinar.

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