The investment case for climate

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While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address

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01 Dec 2021

GSFM appoints new product manager

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Multi affiliate fund manager GSFM has appointed Natasja Liddell to the newly created position of product manager, to help meet the growing investor demand for GSFM’s stable of funds and to

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30 Nov 2021

China’s ‘Common Prosperity’ regime – What does it mean for investors?

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This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment

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26 Nov 2021

Stephen Miller on the Fed, the RBA and the BoE

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FOMC announces taper Fed Chair “patient” on policy rate increase but will act if necessary. Inflation still “largely” seen as transitory but the FOMC Statement indicates less certainty on that.

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05 Nov 2021

The tide is turning for dividend investors

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The most recent reporting season affirmed how the global COVID-19 pandemic impacted businesses and sectors in different ways and as expected, announcements of dividend payments for the next 12 months

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04 Nov 2021

What does the RBA do when the economic facts change?

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There is a quote that is popularly attributed to John Maynard Keynes that goes “when the facts change, I change my mind. What do you do sir?”. Regardless of whether

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02 Nov 2021

RBA Board maintains settings

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There were no real surprises from the RBA Board meeting today with the Governor’s Statement reaffirming that the Board is sticking with the settings outlined in September. Today’s statement preserves

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06 Oct 2021

The pandemic accelerant part II: Turbo-charging the digital economy

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New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in FinTech and Biotech.

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05 Oct 2021

Bond yields on the rise: implications for multi asset portfolio construction

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Central banks sticking to a benign inflation view. Bond markets are nervous but accepting…for the time being Key central bank chiefs speaking overnight at the ECB virtual Sintra Conference (the

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01 Oct 2021

Lonsec upgrades Tribeca Alpha Plus Fund

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The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Lonsec. This comes after the Fund was also upgraded to ‘Recommended’ by research house Zenith in June 2021. The ‘Recommended’ rating

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30 Sep 2021