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.

Tracey Franks GSFM Adviser

The views expressed are her own and do not consider the circumstances of any investor.