WeChat: what the world can learn from China’s most popular messaging app

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Jeffrey Cleveland, principal and chief economist at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, writes about what the West can learn from China’s most popular messaging app. Discussions about China often sound like lectures on how the up-and-coming economy ought to behave. Commentators opine on appropriate reforms and how the

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An options primer – the basics

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Options are derivatives – the price and value is derived from the underlying security, be it a stock, a commodity or even an index. This article explores the basics of options – what they are, how they work and why they’re used. Options – a history Although the options market as we know it commenced

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New fund aims to maintain exposure to growth assets while limiting downside risk

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Grant Samuel Funds Management (GSFM) has launched a new fund combining the expertise of Epoch Investment Partners’ shareholder yield strategy and Triple3 Partners’ volatility management strategy. Called the Grant Samuel Global Equity Advantage Fund, it is designed to enable investors, particularly those close to or in retirement, to retain an exposure to global equities while

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How big a sign do you need?

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William Priest, CFA – CEO, Co-CIO and Portfolio Manager at Epoch Investment Partners, Inc. (Epoch) provides his insights on why the current market environment may be detrimental for passive investors. Epoch is the investment manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds. On an October Sunday many years ago, when my family

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Triple3 Volatility Advantage Fund wins Lonsec Innovation award 2015

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The Triple3 Volatility Advantage Fund has been named the Lonsec Innovation Award Winner for 2015 at the 13th annual SuperRatings Fund of the Year Awards. The Lonsec Awards highlight and recognise excellence in the industry. To choose the winners Lonsec uses a mix of qualitative and quantitative measures to identify high achieving funds managers and

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Contagion – A perspective

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Recent events in China have sent tremors across global equity markets. Understanding the sources of these tremors and their interplay with our twin themes of secular stagnation and contagion will have important investment implications. This white paper is co-authored by three of Epoch Investment Partners, Inc’s most senior investment people – William Priest, CEO and

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Football and finance: what Manchester United teaches us about the global economy and the business of sport

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Peter Beer, Economist and Vice President at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, has peeked into the financial statements of the Manchester United Football Club. He’s found that elite sports team are among the organisations best positioned to profit from rising global wealth and interconnectedness. The TV buzzes on

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Survival strategies for market turbulence

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The fear of losing retirement savings sees many people move their superannuation to cash investments in preparation for this new phase of life. The experience of those who retired in 2007 and 2008 with significantly lower than expected superannuation balances seems to weigh on the collective consciousness. Fear of a similar event results in retirees

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Ubernomics: the future is here, it’s just not evenly distributed

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Much has been written about innovation and disruption. This article has been written by Jeffrey Cleveland, principal and chief economist at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund. It discusses the notion of ‘Ubernomics’, the broader implications for economic progress and what the future might hold. It’s Saturday night in

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Grant Samuel Funds Management invests in institutional business with senior appointment

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Grant Samuel Funds Management (GSFM) has appointed Ms Vivienne Lee to the newly created role of senior manager – institutional business. Ms Lee will be based in Sydney and will have a national focus. Reporting to Mr Andrew McKinnon, chief executive officer, and Mr Damien McIntyre, head of distribution, Ms Lee’s appointment reflects GSFM’s intention

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