David Siino, Managing Director, Portfolio Manager and Senior Research Analyst at TD Epoch explores the increase in corporate spending and how much of it is being driven by the explosion of spending on AI.

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Epoch Investment Partners (TD Epoch) Epoch

Epoch Investment Partners (TD Epoch) manages a variety of investment strategies with different investment objectives, but they share a common philosophy centered on the belief that the generation and allocation of free cash flow represents the best predictor of shareholder return.

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