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White Papers and Topics of Interest
Bill Priest has dedicated his entire 40 year career to the capital markets and has a long history of providing timely perspectives on investment issues. He's a very prolific writer and we invite you to peruse not only his recent pieces, but those of other members of our investment staff. We've selected those that are among the most strategic in nature - ones which are likely to have relevance for some time to come. We welcome your comments.
 
 
White Papers and Topics of Interest
Title Date File Type
The Power of Zero The Dash for Trash and The Economic Growth Path (New) Apr-28-2010 PDF
The Small Cap Conundrum of 2009 (New) Feb-20-2010 PDF
Bill Priest and David Pearl: Epoch's Capital Markets Outlook–The Power of Zero (New) Apr-15-2010 WebEx Replay
Half Time at the Financial Super Bowl (New) Feb-02-2009 PDF
Dividend Days Jan-20-2009 PDF
David Pearl's Capital Markets Outlook Oct-20-2009 WebEx Replay
Bill Priest's The Financial Crisis: A "Whodunit" Perspective Oct-19-2009 WebEx Replay
David Pearl - Epoch's Capital Market Outlook Jul-16-2009 WebEx Replay
Bill Priest - Green Shoots or Dandelions? Jul-21-2009 WebEx Replay
The Financial Crisis: A "Whodunit" Perspective Sep-28-2009 PDF
The Easy Way Out… Jul-23-2009 PDF
A Case for a Market Bottom May-20-2009 PDF
View Lipper Fund Awards 2009 Announcement Apr-08-2009 PDF
 
Equities: Priced for a Grim Calamity, But Not for a Near-Term Recovery Apr-03-2009 PDF
David Pearl - Epoch's Capital Market Outlook Mar-12-2009 WMV
Dividends - A Perspective Mar-11-2009 PDF
Bill Priest - 2008: The End of Trust (Without Verification) Mar-04-2009 WMV
A Really Bad Idea Feb-11-2009 PDF
A Change in Fortune and the Reasons Why Jan-16-2009 PDF
Small Young Manager Enjoys Good 4Q Jan-09-2009 PDF
Letter to Clients: Sunlight and Transparency Jan-01-2009 PDF
Equities - A Bottom or a Value? Oct-23-2008 PDF
An Investment Outlook Sep-30-2008 PDF
The Earthquake, the Tsunami, and the Backwash: A Market Commentary Sep-29-2008 PDF
Market Commentary by William W. Priest, CEO Aug-26-2008 PDF
The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the "Greenspan Put" Jul-21-2008 PDF
Address to Southern Conference on Teacher Retirement Apr-21-2008 PDF
View the Plansponsor Article Featuring Epoch Mar-12-2008 PDF
Dual Economies: The Developing Storm Feb-29-2008 PDF
Bleak House, Bleak Times? Jan-08-2008 PDF
Incredible Shrinking Equity Dec-03-2007 PDF
China: a Long March to Imperial Renaissance Nov-15-2007 PDF
Hedge Fund Math: Why Fees Matter Nov-09-2007 PDF
Epoch Assets under Management Grow to $6.4 Billion Oct-03-2007 PDF
Epoch Appoints New Managing Director - Industry Veteran Emily Baker Joins Global Investment Team Sep-19-2007 PDF
A Roller Coaster Called Credit Sep-04-2007 PDF
Punctuated Equilibrium and Its Relevance to Investment Markets - Institute for Private Investors Keynote Address May-23-2007 PDF
The Canary in the Coal Mine: Subprime Mortgages, Mortgage-Backed Securities, and the Housing Bust Apr-23-2007 PDF
John Hancock Launches Global Shareholder Yield Fund - Epoch Investment Partners to Sub-Advise New Offering Apr-10-2007 PDF
Equity Returns: Sources and Drivers for the First Decade of the 21st Century Mar-21-2007 PDF
2007 Investment Outlook: Not So Calm Beneath the Surface "Goldilocks is Dead" Jan-05-2007 PDF
Epoch CI American Value Named Best U.S. Equity Pooled Fund in 2006 for a Second Consecutive Year Jan-01-2007 PDF
Financial Services Stocks: The Storm Clouds Gather Nov-21-2006 PDF
11-10-2006 Equity Market Insights Conference Call Slides
Listen to Audio >
Nov-10-2006 WMA
Wishes and Beliefs—How They Influence Economic and Financial Forecasts Sep-06-2006 PDF
Punctuated Equilibrium and the Risk Reduction Trade Aug-03-2006 PDF
What the Market Has Not Discounted Jul-31-2006 PDF
A Slowdown in the Making? Jul-12-2006 PDF
The Risk Reduction Trade Jun-15-2006 PDF
Dividends—Here They Come Mar-31-2006 PDF
Pension Claims and Corporate Assets May/June-1978 PDF
The Ongoing Importance of Free Cash Flow and Globalization Jan-09-2006 PDF
Epoch Investment Partners names two Equity Analysts and Consultant and Client Relations Professionals Mar-24-2006 PDF
2006 – More of the Same (But with a lot less confidence) Jan-05-2006 PDF
The Case for Shareholder Yield Dec-28-2005 PDF
Equity Research at Epoch Investment Partners Oct-24-2005 PDF
It’s a MAD, MAD, World (and It’s Working!) Sep-08-2005 PDF
Financial Services Stocks: The Wheels are Coming Off – By John Reddan Aug-15-2005 PDF
Mixing Financial Principles with Accounting Standards – A Slippery Slope Aug-08-2005 PDF
The Future of Housing Prices – The Dark Side of Falling Interest Rates Jul-20-2005 PDF
An Alternative Strategy for Seekers of Absolute Return Jul-12-2005 PDF
An Analysis of Transaction Costs in Equity Trading Nov-03-1978 PDF
The Silver Lining and a Big Dark Cloud Jul-20-2005 PDF
Alternative Strategies for Absolute Returns Jul-12-2005 PDF
Back to the Future Apr-07-2005 PDF
Silver Linings Dec-30-2004 PDF
3-11 – A Rate, Not a Date Jul-26-2004 PDF
Value vs. Growth – An Update May-25-2004 PDF
Why the World Works in the Long Run Apr-01-2003 PDF
Financial Market Perspectives and Drivers Oct-25-2002 PDF
The Case for Research-Based Small-Cap Jun-17-2002 PDF
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