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.
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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”?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Epoch Portfolio Manager John Tobin, PhD, CFA joined Bloomberg Radio to weigh in on capital allocation policies of companies during the COVID-19 crisis, especially as they relate to dividends. Listen in as he argues for a more nuanced approach to evaluating whether companies should cut their dividends and what impact that could have.
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