The importance of fundamentals in uncertain times

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There is currently no shortage of uncertainty in global markets, and it looks like things will remain that way for the foreseeable future. The prolonged war in Ukraine coupled with

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The death of dividends is greatly exaggerated

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As Australian banks and others begin to cut their dividends in the wake of the COVID-19 pandemic and the economic downturn, Australian investors seeking income can still generate dividend income

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Comparing two market crises: a new type of crisis requires a new solution

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The Global Financial Crisis of 2008 was a gigantic worldwide liquidity crisis that morphed into a recession but was largely treatable by monetary policy with fiscal support. Novel monetary and

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

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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.

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Look beyond theory to assess stock specific risk: Epoch

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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

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Tax reform, macro factors and shareholder yield

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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

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

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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,

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Epoch retains ‘highly recommended’ rating from Zenith

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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

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Two percent is the new four percent

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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.

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Mid-single digit returns the outlook for global equities

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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,

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