Epoch Investment Partners, Inc.

Our latest Investment Insights look at the reasons for the underperformance of European equities and explore what the future might hold. https://spr.ly/6047IiS19

The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors. https://spr.ly/6043I68K1

We were excited to once again participate in the Global Fiduciary Symposium in Tokyo in November. The symposium brought together Japan’s most important pension and retirement executives, along with global executives and investment experts responsible for fiduciary assets. TD Epoch’s Kevin Hebner, PhD shared his perspectives on AI and its implications for labor markets, super-star firms, market concentration and ways to invest. TD Asset Management’s Carl Elia, CFA and Danny Hong had a fireside chat on sourcing and structuring private infrastructure investments, alongside Peter Wesslau, CEO of Rabbalshede Kraft.

Equity Research Analyst Michael Beckerman joins the podcast to discuss the U.S. Commercial Real Estate market including the state of "return to office" and what it means for the financial institutions that carry real estate loans on their balance sheets. https://spr.ly/6043t4fdx

Our latest Capital Markets Outlook webinar is now available. This quarter we explore elections in the U.S., corporate reform in Japan, weakness in Europe and the balance sheet recession in China along with geopolitical risks and AI. https://spr.ly/6046sxMJO

Our latest Spotlight explore the increase in corporate spending and how much of it is being driven by the explosion of spending on AI. https://spr.ly/6045S5Gp1

U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. This episode also explores the implications for energy companies and the transportation sector. https://spr.ly/6049S5Gox

One consequence of the growth of AI is an electricity demand surge. We explore why the electricity load is growing, whether power constraints will impede AI progress, the state of our electricity infrastructure and the impact on climate change. The paper also discusses the uncertainty around future electricity demand, what increased demand might mean for commodities markets and, finally, the implications for investors. https://spr.ly/6042m75Sg

The use of artificial intelligence has soared since being introduced to the masses. As that use climbs, however, so does the need for electricity. Kevin Hebner, Global Investment Strategist with TD Epoch, speaks with MoneyTalk’s Greg Bonnell about the potential implications for electrical grids and investors. https://spr.ly/60485JCaE

We are pleased to announce the Mainstay Epoch Capital Growth Fund, which is sub-advised by our Quality Capital Reinvestment team won the Lipper Award for the 3- and 5-year periods in the Global Multicap Growth category. This award was given on March 13, 2024 and granted by LSEG Lipper. This award covers the time periods of 3 and 5 years as of December 31, 2023. To be considered for the award, funds have to be listed in the Lipper database. There were no fees charged by the organizer for a manager to participate in the selection process. The awards were open to all funds registered for sale in the United States in 2023. To qualify, a fund must: 1. Be available for sale in the United States and 2. Have at least 36 months of performance history as of the end of the calendar year of the respective evaluation year. In total, 32 funds were considered for the award in the 3 year period and 25 funds were considered for the 5 year period. The merit of the winners is based on entirely objective, quantitative criteria.