Shareholder Yield Portfolio Manager John Tobin was recently interviewed on BNN Money Talk about “equity duration” and what that means for dividend payers versus non-dividend payers in a rising rate environment.
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 »

David Pearl answers questions posed by Bloomberg’s Tom Keene about his perception of growth in the current COVID-induced bubble. He also talks about how the market has been broadening out over the last month and a half and is getting back to fundamentals.
Watch Video »

Bill Priest appeared on MoneyTalk yesterday where he discussed potential election outcome scenarios, the impact of a divided government on a potential stimulus plan, and the importance of having a business strategy for the digital age.
Watch Video »

Despite a dark market environment and a flattening of the yield curve which has led shrinking net interest margin, major banks have performed well with credit quality holding up. Listen in as Co-CIO and Portfolio Manager David Pearl joins Bloomberg Surveillance to discuss this and how a recovery, with a subsequent steeping of the yield curve, could negatively impact to growth stocks.
Watch Video »

Epoch ESG Analyst Ravi Varghese discusses the risks of climate change over the long term and the responsibility of the U.S. government to begin to work now in order to avoid catastrophic financial fallout, as has been seen with the current pandemic. Ceres, a Boston-based sustainability organization recently published a report urging  financial regulators to take a proactive stance on climate change.
Read More »

In this episode, John Tobin explains why he believes the death of dividends is greatly exaggerated and shares advice on how investment analysts can deal with the daily information overload.
Watch Video »

Despite uncertainty after the economic fallout of the COVID-19 pandemic, stock markets seem to be on the rebound. Bill Priest identifies where the optimism is coming from and looks at the shape of the global recovery.
Part 1 »
Part 2 »