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 […]

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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 […]

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CPD: Global themes in a tech driven world

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In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is the new macro and companies need to evolve to stay relevant. Global businesses have arguably entered a period of unprecedented innovation and disruption, one where […]

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CPD: Listed investment trusts – a listed growth story

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Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In this article, GSFM examines a growing sub-sector of listed investments, the Listed Investment Trusts (LITs) and compares LITs to other investment structures. In the 12 […]

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Hold the champagne: The bond market’s ‘new pessimism’

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I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more cynical colleagues in the equity market accuse us of a certain self-interested pessimism – you know, we ‘talk our book’ by crying “recession” or “crash” […]

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CPD: Long/short investing – a true conviction strategy

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A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies – in this article, Grant Samuel Funds Management explores the rationale for investing in a long/short equity strategy and why that might explain the uptick […]

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CPD: Global small caps do some heavy lifting

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Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and on a much larger scale given the huge opportunity set – yet few portfolios have an exposure to this asset class. In this article, Grant […]

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Tribeca management acquires the interest of Grant Samuel Funds Management in Tribeca Investment Partners

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Tribeca Investment Partners (Tribeca) is pleased to announce that the shareholding of Grant Samuel Funds Management (GSFM) has been acquired by Tribeca executive management effective from June 8, 2018. Tribeca is an Australian-based boutique fund manager offering strategies across Australian smaller companies, long/short Australian equities and global natural resources. After the buy-back of the equity […]

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CPD: Ten most important charts for fixed income investors

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Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio Manager with fixed income experts Payden& Rygel (Payden), sees some potential for ‘rainy days’ ahead. In this article, Grant Samuel Funds Management shares a series […]

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CPD: When bits meet atoms

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In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine age for corporate profitability. Part two of the series focused on technology’s implications for the macro outlook, particularly employment and wage growth, as well as inflation […]

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