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Time to think about equity duration: Epoch

The last two years have seen an “anomaly” in equity markets where stocks with no dividends were king. But those who “kept the faith” might finally be rewarded. The concept of duration, while intrinsic to fixed income, doesn’t get much of an innings in equities. But John Tobin, managing director and portfolio manager at Epoch…

Lachlan Maddock | 18th Feb 2022 | More