Equity markets are showing sustained signs of normality after the rollercoaster ride of last year, says Epoch Investment Partners managing director John Tobin in this write-up of the recent webinar by Livewire Markets.

The so-called Fab Four stocks — Apple, Microsoft, Amazon, and Tesla — drove the rebound from the bottom of the trough reached on 23 March, Tobin says.

At one stage, those four accounted for about half the return generated by the MSCI World Index, which covers 1,500 companies.

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John Tobin

John is a managing director at Epoch Investment Partners (TD Epoch) and portfolio manager for Epoch’s Global Equity Shareholder Yield strategies.

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