Macro Insights
AI and the Tech Boom
The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.
Investment Insights
Free Cash Flow Works
TD Epoch's investment philosophy focuses on free cash flow rather than on earnings. In this paper, we address two questions: 1) Why does free cash flow matter more than earnings in determining the value of a business, and 2) Do free-cash-flow metrics help investors identify stocks that outperform the market?
Investment Insights
Are Chinese Equities a Buy?
We explore recent policy announcements from China and whether these policies might have a positive impact on the Chinese equity market, which has underperformed for several years.
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AI and the Tech Boom
Jan 23, 2025 - 25 min read -
Free Cash Flow Works
Jan 23, 2025 - 25 min read -
Are Chinese Equities a Buy?
Nov 27, 2024 - 15 min read
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Macro Insights
AI and the Tech Boom
The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.
-
Investment Insights
Free Cash Flow Works
TD Epoch's investment philosophy focuses on free cash flow rather than on earnings. In this paper, we address two questions: 1) Why does free cash flow matter more than earnings in determining the value of a business, and 2) Do free-cash-flow metrics help investors identify stocks that outperform the market?
-
Investment Insights
Are Chinese Equities a Buy?
We explore recent policy announcements from China and whether these policies might have a positive impact on the Chinese equity market, which has underperformed for several years.
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TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD). In the United States, investment services are offered by Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies and intermediaries, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across asset classes.
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Investment InsightsJanuary 23 2025
The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.
Thought Leadership25 min readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Investment InsightsJanuary 23 2025TD Epoch's investment philosophy focuses on free cash flow rather than on earnings. In this paper, we address two questions: 1) Why does free cash flow matter more than earnings in determining the value of a business, and 2) Do free-cash-flow metrics help investors identify stocks that outperform the market?
Thought Leadership25 min readSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD Epoch
MacroJanuary 18 2024We explore global inflation, the investment backdrops in Europe, Japan and China and the potential impacts of the upcoming U.S. presidential election.
Webinar7 min watchKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Investment InsightsSeptember 30 2024The investment world divides the market up into “value stocks” and “growth stocks.” But what does that really mean? “Value” connotes the stocks in this category are undervalued, and should therefore outperform over time, while “growth” implies stocks with faster earnings growth.
Thought Leadership20 min readSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD EpochMacroAugust 14 2024One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.
Thought Leadership25 min readWilliam Priest, CFA, Chairman of the Board of Directors, Co-CIO and Portfolio Manager, TD Epoch
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Michael Jin, CFA, Managing Director, Portfolio Manager and Senior Research Analyst, TD EpochInvestment InsightsJuly 16 2024U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. this episode also explores the implications for energy companies and the transportation sector.
Podcast38 min listenSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch;
Stephen Salzone, CFA, Director, Portfolio Manager and Research Analyst, TD Epoch