Investors often wonder how portfolio managers react to major macro events, like the COVID-19 pandemic. Often times, making only small changes or no ch...

After struggling in the early part of the pandemic, U.S. small cap stocks have outperformed their large cap brethren since November 2020. Client Portf...

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&ap...

Central Bank Digital Currencies have progressed from a bold speculative concept to a seeming inevitability and will soon be a core feature of our fina...

We are pleased to welcome Gregory Milano, Managing Partner, Founder & CEO of Fortuna Advisors. A thought leader on capital deployment and financial st...

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 s...

President-elect Biden has been steadily building out his cabinet in recent weeks. Listen in as Steve Bleiberg and Kevin Hebner discuss key economic ro...

From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research Analyst Jérôme Van Der Ghinst returns to Actively Sp...

The last six months have been profoundly transformational, with the COVID shock acting as an accelerant for the digitization of the economy. This radi...

The pandemic has brought air travel to a grinding halt in 2020, leaving many airlines struggling to adapt. But what about the aircraft manufacturers? ...