In April 2023, TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch) launched a new unified global distribution identity, TD Global Investment Solutions (TDGIS) to market their innovative capabilities to the global institutional investing community.

Shareholder Yield Portfolio Manager Kera Van Valen discusses why the changing market is making it more vital for investors to optimize dividend income. As investors can no longer rely on expanding multiples to drive returns, they’re seeking companies with profits and excess cashflow.

Epoch Executive Chairman and Co-CIO Bill Priest was interviewed along with nine other investment professionals to compare their thoughts on the year ahead. Collectively, they scored the markets and dug deep to find 26 companies, both familiar and obscure, whose shares are poised to shine in the year ahead.

Shareholder Yield Portfolio Manager John Tobin joins Yahoo Finance Live to discuss the September jobs report, the outlook for the stock market, defensive stocks, mega cap tech stocks, and slowing consumer demand.

Shareholder Yield Portfolio Manager John Tobin spoke with Mike Walberg, the host of CFA Institute’s “Guiding Assets” podcast, to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.

In this Q&A, Tobin shares his thoughts on the sell-off in tech, as well as why he is investing in semiconductor stocks as his preferred play. He also outlines the outlook for dividends through to 2023, and explains why he believes it is unlikely that China will invade Taiwan.

In this interview, Epoch Co-CIO Bill Booth speaks of inflation, the attractiveness of quality growth companies, the debate on stocks vs bonds, among other things.