Co-CIO and Portfolio Manager Bill Booth discusses the recent U.S. Federal Reserve rate hikes, the Fed’s pledge to continue raising rates to fight inflation, and why investors may want to refocus on earnings growth and dividends to generate the bulk of their returns in equity markets going forward.
In the News
Shareholder Yield Portfolio Manager Kera Van Valen discusses the outlook for dividend paying stocks and provides insights on investing for shareholder yield across a variety of sectors.
Shareholder Yield Portfolio Manager John Tobin spoke with Mike Walberg, the host of CFA Institute’s “Guiding Assets” podcast, to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.
In this Q&A, Tobin shares his thoughts on the sell-off in tech, as well as why he is investing in semiconductor stocks as his preferred play. He also outlines the outlook for dividends through to 2023, and explains why he believes it is unlikely that China will invade Taiwan.
John Tobin in Barron’s
Comments made by Shareholder Yield Portfolio Manager John Tobin were included in a Barron’s article. In the article, John shares his thoughts on one overlooked investment metric — shareholder yield — which comprises of cash dividends, share repurchases and debt reduction.
Every January, Barron’s gathers the members of its Investment Roundtable to discuss their market outlooks and investment ideas. This year, the members of the Roundtable, including Epoch, Executive Chairman and Co-CIO explored inflation and interest rates as well as pinpointing sectors they believe will be investment champions this year.
Read more »
Co-CIO and portfolio manager Bill Booth was recently interviewed by Paul Sweeney and Lisa Abramowicz on Bloomberg Radio. The conversation covered, among other things, inflation, the attractiveness of quality growth companies and the debate on stocks vs bonds.
Listen here »
Bill Priest speaks with MoneyTalk’s Kim Parlee about his outlook for 2021. They discuss the wealth inequality created by the virus and consumers’ longing to return to a “normal” lifestyle. Can fiscal policy help overcome the long term impact of the pandemic in order to get back to “the roaring 20s”?
Watch Video »
Our Executive Chairman and Co-CIO Bill Priest was interviewed along with nine other investment professionals to compare their thoughts on the year ahead. Among the topics discussed were public health, political turmoil and how the pandemic might accelerate change in the areas of social justice, climate change, and innovation.
Read More »