How did the global equity market gain 87%+ between 2012 and 2016 while earnings growth was negative? The answer is quantitative easing. Epoch’s CEO and Co-CIO Bill Priest appears on BNN’s Money Talk to discuss this and other issues, including PE expansion and the lack of earnings growth, the active v passive debate, and technology as the new macro.

Segment two focuses on manufacturing and protectionism and the issues this might present the US economy.

To watch segment one, click here.

To watch segment two, 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.