CPD: Ethics and financial practice

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The recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (Royal Commission) highlighted numerous situations in which best practice – and arguably, an ethical approach to financial advice – was absent. This article, the first of a series of five brought to you by Grant Samuel Funds Management, will examine the […]

CPD: Don’t worry, BBB happy – giving corporate leverage the sniff test

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Given bond ratings’ remarkable importance in securities markets today, the economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, sat down to look at important changes in one segment of the US investment grade corporate bond market: BBBs. They didn’t know it at the time, but when bond issuers and […]

CPD: Trump, Tech and Trade

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China 2025 is perceived as an existential threat to US commercial and technological leadership. This raises the risk that the Trump administration could conclude that its best response is to decouple much of the US supply chain from China. As discussed in this paper from Epoch Investment Partners, penned by CEO and co-CIO Bill Priest […]

CPD: The cost of care – part 3 – the cost of heart and artery

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

CPD: The resilience of dividends in volatile markets

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With interest rates around the world hovering around historical lows, investor appetite for alternative income sources, particularly dividends, has increased markedly. Although some investors might be fearful of dividends being affected by market volatility, history tells us that dividends are, in fact, remarkably resilient in volatile markets. In this article, Grant Samuel Funds Management looks […]

CPD: Will the US yield curve invert?

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And what will that tell us about the economy, equities and real estate? It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been […]

CPD: Australian housing – don’t panic

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Summary Over the past year Australian house prices have seen 12 consecutive months of decline, the longest streak of persistent falls in over 20 years. House prices are now ~4% lower than this time last year — the weakest performance in the housing market since 2012.     While the performance of house prices has […]

CPD: The cost of care – part 2 – mental health

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

CPD: Have we learned the lessons of the GFC?

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Brad Boyd, senior vice president with fixed income specialist Payden & Rygel, was in Australia recently and shared a range of insights with advisers around the country. In this article, Grant Samuel Funds Management shares some of those insights; a retrospective look at bond markets and economies before the Global Financial Crisis (GFC), what’s happened […]

CPD: The cost of care – part 1 – the cost of cancer

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]