Investors often wonder how portfolio managers react to major macro events, like the COVID-19 pandemic. Often times, making only small changes or no changes at all can be more beneficial than a significant overhaul. Quality Capital Reinvestment Portfolio Manager David Siino joins to discuss how he reacted the market events caused by the pandemic. He explores the changes made and not made, new company types that made it through the strategy&apos;s screen and lessons learned from the pandemic.

Actively Speaking Podcast

Managing a Portfolio Through a Pandemic

After struggling in the early part of the pandemic, U.S. small cap stocks have outperformed their large cap brethren since November 2020. Client Portfolio Manager Rick Vandale joins the podcast to discuss what has driven the small cap rally and why we feel it is still in its early innings. We also explore how Epoch looks at value, the prevalence of loss making companies in the small cap index and the importance of active management in the space. (August 17, 2021)

Early Innings for the Post-Pandemic Recovery in U.S. Small Cap Equities

Inflation risks are at a four-decade high due to today’s combination of a generous Treasury, an overly tolerant Fed, and a reopening economy. Epoch&apos;s Kevin Hebner returns to discuss his base-case scenario which assumes only a brief period of above-target inflation, investors should brace themselves for more inflation scares, which will likely remain a key driver of equity markets well into 2022 (June 16, 2021)

Will the Inflation Genie Escape?

Central Bank Digital Currencies have progressed from a bold speculative concept to a seeming inevitability and will soon be a core feature of our financial ecosystem. The rollout of CBDCs will further accelerate the digitization of the economy, which is the key defining feature of markets over the past decade. Epoch&apos;s Kevin Hebner joins the show to discuss the history of money, the ways digital currencies can work, and the various implications of central bank digital currencies could have on wholesale banking and individual consumers as well as monetary and fiscal policy. (May 27, 2021)

Money 3.0: Central Bank Digital Currencies

We are pleased to welcome Gregory Milano, Managing Partner, Founder & CEO of Fortuna Advisors. A thought leader on capital deployment and financial strategies, Greg discusses with Actively Speaking the pitfalls companies can find themselves in when making capital allocation decisions. From evaluating executive compensation incentives to timing share buybacks, tune in to learn why so many companies struggle to find an effective capital allocation mix. (March 15, 2021)

Curing Corporate Short-Termism

Semiconductors are the eyes, ears and brains of digital world. They are being relied upon to solve greater and more complex problems all while being smaller, faster, less expensive and more energy efficient.  Listen in as Epoch Senior Research Analyst Matthew Chan discusses how the explosion of exciting breakthroughs in AI, autonomous driving, 5G, and cloud computing could likely drive double-digit growth in the industry. (February 2, 2021)

Semiconductors: The Eyes, Ears and Brains of the Digital World

President-elect Biden has been steadily building out his cabinet in recent weeks. Listen in as Steve Bleiberg and Kevin Hebner discuss key economic roles including Janet Yellen&apos;s appointment to Treasury Secretary and Katherine Tai as U.S. Trade Representative. We also explore anti-trust regulation and what  impact a Biden administration might have on the Tech industry. Lastly, as the year comes to a close, Steve and Kevin share some books they recommend for some quality holiday season reading. (December 18, 2020)

Full Steam Ahead: President-elect Biden's Economic Team Takes Form

From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research Analyst Jérôme Van Der Ghinst returns to Actively Speaking to provide insight into the economics behind vaccines.  (October 23, 2020)

The Economics of Vaccines

The last six months have been profoundly transformational, with the COVID shock acting as an accelerant for the digitization of the economy. This radical transition is especially advantageous for asset-light business models. Tune in, as Epoch&apos;s Kevin Hebner returns to Actively Speaking to discuss his latest paper, The Pandemic Accelerant (September 11, 2020)

The Pandemic Accelerant

The pandemic has brought air travel to a grinding halt in 2020, leaving many airlines struggling to adapt. But what about the aircraft manufacturers? What about their suppliers? Epoch Senior Research Analyst Chris Wolters joins Actively Speaking to share his insight on how are they fairing amid all this uncertainty. (August 7, 2020)

Grounded: COVID-19's Impact on the Aircraft Industry

In the beginning of 2020, as COVID-19 infections began to surge globally, many investors were confronted by the same challenge, a severe lack of data. Hear from Epoch&apos;s Systematic Strategies team on how they&apos;ve been utilizing data science and in house data sets to visualize the ever changing market environment and make informed portfolio decisions during this crisis. (July 9, 2020)

Data-Driven Investing: Responding to the Pandemic

The pace of change in the food industry has never been this fast, and will never be this slow again. From plant based to gluten free, Epoch&apos;s Glen Petraglia dials into this episode of Actively Speaking to share his insight on the latest food trends , the impacts of COVID-19 on consumer habits, and how large food companies seek to compete in this ever-changing market. (May 20, 2020)

The Future of Food

Today’s complex markets cannot be understood by solely relying on simple neo-classical economic models. In order to fully appreciate the risks and opportunities in a high VUCA (Volatility, Uncertainty, Complexity and Ambiguity) environment, Epoch CEO Philipp Hensler argues that asset managers must adopt a more mindful approach in order to adapt to unexpected events. (April 28, 2020)

Navigating a VUCA World

COVID-19 has had a crippling impact on many companies. Economic, political, and social pressures have led some to either cut or suspend their dividends. Portfolio Manager John Tobin, PhD, CFA joins the show to discuss the varying reasons why companies could be cutting their dividends as well as the implications this crisis could have on the other components of shareholder yield. (April 16, 2020)

Not All Dividend Cuts Are Equal

The helicopters are coming. Actively Speaking is back with Global Strategist Kevin Hebner as we discuss recent moves by the Fed and the $2tn fiscal package&apos;s goal to help mitigate the economic impact of COVID-19. Will these efforts be deployed efficiently and able to support vulnerable small and medium sized businesses? What are the prerequisites for markets to recover and begin to stabilize? Listen in. For more information and updated data from Epoch related to COVID-19 visit https://bit.ly/3dNbJNC . (March 31, 2020)

The Helicopters Are Coming

Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, takes on current topics and issues facing today's investor.

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Actively Speaking Podcast

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