This week, Epoch’s Bill Priest featured in an article in IO&C.

“The best thing you can say about global, and in particular, US equity markets is that they will probably outperform bonds this year. But that is not saying much. Epoch Investment Partners’ Bill Priest has co-authored an interesting research note on the topic.

Priest, Epoch’s chief executive and joint CIO who is best known for championing the importance of free cash flow in the companies he invests in, says that even putting aside the energy sector, the US outlook is not very rosy.”

To read the article and research note, click here.

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.