As Epoch Investment Partners’ portfolio manager John Tobin put it to Livewire Markets, “2022 was something of an inflection point”.
He made this comment when considering the extraordinary monetary policy accommodation that was afforded by central banks post-the GFC and through the pandemic, and the subsequent hiking cycle central banks have undertaken.
Fellow portfolio manager, Kera Van Valen added that it is this almost universal hiking of rates that will continue to feed volatility in markets.
John and Kera discuss the global equity shareholder yield strategy and how it can thrive during periods of market volatility.
