Actively Speaking Podcast By cover art

Actively Speaking Podcast

By: Epoch Investment Partners
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  • Summary

  • Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.
    © 2024 Actively Speaking Podcast
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Episodes
  • The GLP-1 Revolution

    The GLP-1 Revolution
    Mar 14 2024

    In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and attractive returns for their manufacturers. With the popularity showing no signs of diminishing in 2024, Quality Capital Reinvestment Analyst Tim Wengerd, who covers health care companies, joins to discuss the implications for investors. Looking beyond health care, Tim and Steve also explore what other types of companies may be impacted by the wide use of GLP-1s.
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    25 mins
  • What Happened to the China Rebound?

    What Happened to the China Rebound?
    Nov 28 2023

    The expectations coming out of the COVID pandemic was that China's economy would experience a rebound, but that has not materialized. In this episode we look at some of the potential reasons for that including a slowing housing market, the tapering of the migration from rural to urban regions and the buildup of debt.
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    24 mins
  • Share Buybacks on the Rise: Understanding Their Use

    Share Buybacks on the Rise: Understanding Their Use
    Jun 28 2023

    With share buybacks on the rise, Shareholder Yield Portfolio Manager John Tobin, PhD joins to discuss how shareholders benefit when a company buys back its stock. He also explores why management teams should not try to time their buybacks. Finally, John and Steve explore the impact of the U.S. tax on buybacks that went into effect at the beginning of 2023.
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    23 mins
Business & Careers Economics Personal Finance Politics & Government
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