Epoch’s David Pearl, Co-CIO and Portfolio Manager, participated in Morningstar Canada’s US Equity Roundtable where he discussed the US economy and Epoch’s free cashflow approach.
He also discussed Epoch’s thoughts on cyclical changes in the technology sector, increased volatility in health care, the impact of interest rates on financials, and valuations in the consumer sectors. Morningstar detailed the summit in a three-part article series.
Part one: US economy and technology
Part two: Free cashflow and healthcare
Part three: Financials and consumer sectors