Eddy Schipper joins Epoch Investment Partners to head client relations in Australia and New Zealand

From

Epoch Investment Partners, Inc., has announced that Eddy Schipper will join the firm as a managing director, responsible for leading client relations and business development in Australia and New Zealand.   In this newly created role, Mr Schipper will oversee Epoch’s newly opened office, as the firm builds its presence and visibility with investors in […]

continue reading

Look beyond theory to assess stock specific risk: Epoch

From

Investors need to remember the basics of what makes a company successful and not focus solely on theories or factors when building portfolios, according to a recent paper by New York-based investment manager Epoch Investment Partners. In the paper, The Limits of Theory, Epoch portfolio manager Steven Bleiberg looks at Modern Portfolio Theory (MPT), which was first […]

continue reading

Tax reform, macro factors and shareholder yield

From

The historic tax laws that were passed in the United States in December 2017 herald a significant boon for US corporates and the broader US economy. In this article, John Tobin, managing director and portfolio manager at Epoch Investment Partners, shares the firm’s views on what these changes mean for the macro environment and global […]

continue reading

Trump’s Tax Cut and Jobs Act combined with unprecedented global growth will boost global share markets in 2018

From

The timing of President Trump’s Tax Cut and Jobs Act – coinciding with the most synchronised global economic recovery since the 1950s – will boost company earnings globally during 2018, despite recent market volatility, says John Tobin, portfolio manager with US based Epoch Investment Partners. “The variability in GDP growth across countries is at its lowest point […]

continue reading

Epoch retains ‘highly recommended’ rating from Zenith

From

Zenith Investment Partners has retained its ‘highly recommended’ rating for the Grant Samuel Epoch Global Equity Shareholder Yield funds (both the hedged and unhedged versions). The funds are managed by New York-based equity manager, Epoch Investment Partners, and invest in a diversified equity portfolio of listed global companies that have a history of attractive dividend yields […]

continue reading

Two percent is the new four percent

From

Two percent growth is the new four percent for mature economies’ GDP; in other words, the long-term outlook for global equity returns is likely to be in the mid-single digits. This article, based on a presentation given to advisers on 7 June 2017 by John Tobin, portfolio manager with Epoch Investment Partners (Epoch), looks at […]

continue reading

Mid-single digit returns the outlook for global equities

From

Two per cent is the new four per cent for mature economies’ GDP, meaning that the long-term outlook for global equity returns is likely to be in the mid-single digits, says John Tobin, portfolio manager with Epoch Investment Partners. “Global GDP growth rates are converging around the two per cent mark for mature economies, while […]

continue reading

The big rewind

From

Two investment experts from Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, share their insights about 2017. In this article, Bill Priest, CEO and co-CIO, and Kevin Hebner, MD of Global Portfolio Management, consider the factors most likely to impact global sharemarkets over the coming year. Over the past […]

continue reading

Investment implications of the US election

From

Following the US election, Epoch Investment Partners (Epoch) hosted a webinar to discuss the implications of the US presidential election result. It was hosted by Bill Priest, co-CIO and CEO, and Kevin Hebner, Managing Director of Global Portfolio Management. Their views are outlined in the following article. New York-based Epoch manages the Grant Samuel Epoch […]

continue reading

Active management key to long-term returns

From

Speaking from New York by video link at the PortfolioConstructionForum Conference in Sydney yesterday, Mr Bill Priest, CEO of Epoch Investment Partners said that active managers who focus on the short term negate the longer-term advantages of active asset management. “While active managers may be under pressure from passive and low cost approaches, they must […]

continue reading