Bill Priest discusses the outlook for capex, buybacks and dividends in an economy that has been placed in an induced coma.
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Financial markets have been roiled lately by fears about the economic impact of the coronavirus. The aviation sector has not been spared as consumers and businesses defer non-essential travel. While aviation executives and investors are focused on the immediate impact of the pandemic, this threat should not derail a long-term strategy for climate change. Read more from Epoch ESG Analyst Ravi Varghese in PRI’s recent blog. Read More
As previously announced, William Priest has transitioned from his role as Epoch’s Chief Executive Officer. He has become Epoch’s Executive Chairman and will continue to lead the investment team and serve as co-CIO. Philipp Hensler, Epoch’s President and COO, has become the firm’s CEO. Please click below to read last year’s announcement.
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David talked about factors driving the market, where he sees value and why free cash flow is important. He also touched on the state of active versus passive investing.
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Each year, Barron’s Roundtable invites expert investors and economists to talk about the direction in which they see financial markets headed. Bill Priest discusses the problem with P/E, his thoughts on inflation and the improbability of a recession in 2020.
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The trade truce between the U.S. and China has been well received by markets. But the conflict is bigger than trade or even tech. At stake are the values that will determine the architecture and governance of the global world order.
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Shareholder Yield Portfolio Manager Kera Van Valen participated in the Reuters Global Investment Outlook 2020 Summit. Topics discussed included the importance of renewable energy in the Utilities sector and the outlook for a Consumer Staples mainstay.
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From a looming cold war with China, to his outlook on the healthcare and global gaming industries, Bill Priest sits down with Barron’s to discuss the current issues and industries shaping his market outlook.
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Bill Priest joined BNN’s Money Talk to discuss the ongoing trade tensions between the U.S. and China and the potential impacts this clash could have on the global economy. In addition, Bill weighs in on how “blitzscaling,” low interest rates, smart phones and social media are contributing to a booming market for IPOs.
U.S.-China ‘Cold War’ Heats Up »
Booming Market for IPOs »
John Tobin joined BNN’s Money Talk to talk about what risks to be mindful of and companies he’s looking at this earnings season. He stresses the importance of focusing on companies that are generating free cash and have transparent capital allocation policies, with dividends always being positive. Watch »