GSFM presents John Tobin, Managing Director and Portfolio Manager at Epoch Investment Partners, manager of the Epoch Global Equity Shareholder Yield Fund. John is heading to Australia for the first time since 2019 and will present over lunch in Brisbane, Sydney and Melbourne. As an income-focused equity strategy, it’s very timely to hear how a shareholder yield approach is likely to fare in an environment characterised by high inflation and rising rates. What effect will these and other influences have on global markets in the near and longer term, and how should investors be positioned to weather the challenges?

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