From 2012 through 2016, the total return on the MSCI World Index was an impressive 87.4%! The bulk of that return came from P/E expansion, reflecting QE policies and lower interest rates. QE is now finished in the US, and rates are likely to move higher in coming years. What does this mean for multiples on global equities? What is required for the equity market to rise from here? Will it be EPS growth or multiple contraction that wins the tug-of-war?
Join us to hear from New York-based John Tobin, Managing Director of Epoch and Portfolio Manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds. He will discuss these points and more, and provide a performance and positioning update for the Grant Samuel Epoch Global Equity Shareholder Yield Funds.
RSVPs will close a week prior to each event.
Brisbane
|
Date: Monday 5 June 2017
Time: 12.30pm for a 12.45pm start, 2.00pm finish Venue: The Sofitel, 249 Turbot Street RSVP: Gordon Williams |
Perth |
Date: Tuesday 6 June 2017
Time: 12.30pm for a 12.45pm start, 2.00pm finish Venue: Frasers, King Park RSVP: Zane Leyden |
Melbourne |
Date: Wednesday 7 June 2017
Time: 7.30am for a 7.45am start, 9.00am finish Venue: Novotel, Glen Waverley Time: 12.30pm for a 12.45pm start, 2.00pm finish Venue: Zinc, Federation Square RSVP: Robyn Coles |
Sydney |
Date: Thursday 8 June 2017
Time: 12.30pm for a 12.45pm start, 2.00pm finish Venue: The Establishment, George Street RSVP: events@gsfm.com.au |
