CPD: 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 decouple much of the US supply chain from China. As discussed in this paper from Epoch Investment Partners, penned by CEO and co-CIO Bill Priest […]

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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 sector. Economic data is put under the microscope. On the other hand, Epoch Investment Partners (Epoch), manager of the Grant Samuel Epoch Global Equity Shareholder […]

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