May 26, 2022
For John Tobin, Managing Director and Portfolio Manager at Epoch Investment Partners, the rising interest rate environment has proven to be a catalyst for outperformance when many equity portfolios have taken a hit.
The key, according to Tobin, is Epoch’s focus on a subset of companies with the ability to increase their dividends through the cycle.
Click here to watch John’s interview with Livewire Markets.
Tags: Epoch Investment Partners, John Tobin
Categories: Insights