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Epoch Investment Partners

The dollar is our currency, but it’s your problem

Similar to Nixon in 1971 and Reagan in 1985, Trump believes America cannot rebalance trade without a dramatically weaker currency. This paper discusses the likley implications for investors.

The New Global Order: Implications for Investors

Epoch TD’s Kevin Hebner explores the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.

Trump, tariffs and trade

This paper examines tariffs from the American perspective, looks at China’s leading role in the ongoing trade war and discusses the macro and market consequences and implications for investors.

AI and Electricity Demand: The Very Hungry Caterpillar

This paper explores how power constraints will impact the progress of AI, what the electricity demand boom means for the commodities market, as well as the implications for investors exposed to utilities and infrastructure investments.

The power of being defensive and different

Recent years have been volatile as investors have tried to forecast the trajectory for inflation, interest rates, and global growth. Conditions are looking up for equity investors now, but material uncertainty remains.

The US November 2024 Election: Implications for Investors

This paper examines the key policy implications of the Biden vs. Trump rematch, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Latest Updates

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Retirement

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Superannuation

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

Retirement

We tend to spend less in retirement …

Studies show that a drop in expenditure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Shares

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

Property

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Investment strategies

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

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