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Epoch Investment Partners

Insights

AI to drive electricity demand and outperformance of infrastructure companies

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Insights

AI and Electricity Demand: The Very Hungry Caterpillar

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AI – Bubble or structural shift?

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Dividends and cash flow are key to long-term returns. Here’s 2 stocks that fit the bill

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Insights

AI and Electricity Demand: The Very Hungry Caterpillar

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AI is not an over-hyped fad

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Challenges and Risks in Generative AI: Considerations for Investors

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Spotlight: The Changing (or Unchanging) Dividend Environment

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Are power grids strong enough to power the AI revolution?

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