The outlook for dividends in a world of yield starvation

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There remains much uncertainty regarding the depth, breadth and length of the COVID-19 recession. For example, the Global Economic Policy Uncertainty Index (compiled by academics from Stanford, Chicago, and Northwestern)

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Cold War 2.0 and its implications for global markets

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Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of

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Blitzscale and hope – unicorns, IPOs and the fear of repeating the late 1990s

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The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate

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Back from the brink

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While the US is ‘back from the brink’ and markets have returned to positive territory in 2019, this cycle is well into its late innings. As discussed in this article

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Trump, Tech and Trade

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China 2025 is perceived as an existential threat to US commercial and technological leadership. This raises the risk that the Trump administration could conclude that its best response is to

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Global themes in a tech driven world

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In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is

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Investment implications of the US election

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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,

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Is Japan investable through a cash flow prism?

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There are so many ways companies, sectors and economies can be viewed: many investors study traditional accounting metrics such as price/earnings (P/E) and price/book value (P/BV) ratios of companies and

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Active management key to long-term returns

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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

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Brexit and its contagion

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Bill Priest, CEO and co-CIO at New York-based Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, provides an update with two subjects — Epoch’s

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