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Actively Speaking Podcast
Epoch Investment Partners
47 episodes
1 month ago
Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.
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Investing
Business,
News,
Business News
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All content for Actively Speaking Podcast is the property of Epoch Investment Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.
Show more...
Investing
Business,
News,
Business News
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Value Stocks, AI and the Intangibles
Actively Speaking Podcast
32 minutes 16 seconds
4 months ago
Value Stocks, AI and the Intangibles
Following the mid year rebalancing of the Russell indices, we look at some of the companies that have moved into the Value index, maybe somewhat surprisingly. We also explore how intangible assets are not always valued correctly, especially under GAAP accounting standards. Finally we discuss how many of the top performing stocks of the last 10 years would have been difficult for value investors to invest in. Important Disclosures: For institutional investors only. TD Global Investment Solut...
Actively Speaking Podcast
Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.