- This event has passed.
Grant Samuel Funds Management Global Investment Lunch Series 2017 – Perth
- Start
- June 6, '17 - 12:30 pm
- End
- June 6, '17 - 2:00 pm
- Cost
- FREE
- Venue
- Frasers
-
Address
- Kings Park
From 2012 through 2016, the total return on the MSCI World Index was an impressive 87.4%! The bulk of that return came from P/E expansion, reflecting QE policies and lower interest rates.
QE is now finished in the US, and rates are likely to move higher in coming years. What does this mean for multiples on global equities? What is required for the equity market to rise from here? Will it be EPS growth or multiple contraction that wins the tug-of-war?
Join us to hear from New York-based John Tobin, Managing Director of Epoch and Portfolio Manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds. He will discuss these points and more, and provide a performance and positioning update for the Grant Samuel Epoch Global Equity Shareholder Yield Funds.
RSVPs will close a week prior to each event.
RSVP: [email protected]