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Everything from GSFM

MMT – Free lunch or road to perdition?

From GSFM

The following article is authored by two investment luminaries from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director,

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12 Nov 2020

Global small caps poised for strong returns in the wake of COVID-19

From GSFM

Investors who eschew small caps are missing out on valuable opportunities – particularly in the current environment, says Damien McIntyre, CEO, GSFM. “Periods of underperformance for global small caps do coincide with

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15 Oct 2020

Growth in a post-COVID world

From GSFM

Growth stocks have been on an upward trajectory for years, a trend that has accelerated due to the COVID-19 pandemic. In this article, GSFM shares insights from Munro Partners, global

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29 Sep 2020

From ‘atoms’ to ‘bits’: COVID-19 as an accelerant for the digitisation of the economy

From GSFM

The last six months have been profoundly transformational, with the COVID-19 shock acting as an accelerant for the digitisation of the economy. This radical transition is especially advantageous for asset-light

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01 Sep 2020

The great influenza – the story of the greatest modern pandemic and its lessons for 2020 and beyond

From GSFM

The world now faces another major pandemic. While the death toll in the current pandemic is still but a fraction of the greatest modern pandemic – the 1918 Spanish flu

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25 Aug 2020

Inoculating markets from economic influenza – investing in a post-COVID world

From GSFM

Economic uncertainty existed before the COVID-19 pandemic, but investment performance depends on more than economic fundamentals, according to GSFM and its fund manager partners Payden & Rygel, Munro Partners and

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30 Jul 2020

Global small caps – An underappreciated and underutilised alpha sleeve

From GSFM

Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has

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20 Jul 2020

RBA continues to eschew a negative rates policy

From GSFM

While acknowledging the severe damage to the economy from the COVID-19 crisis and the now elevated potential risks of ‘second wave’ COVID-19 infections, the Governor and RBA Board continue to

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09 Jul 2020

Volatility stirs as fears grow over a ‘second wave’ and IMF downgrades global growth outlook

From GSFM

Key points: Market sentiment has turned negative on concern that the spreading coronavirus could force policy makers to slow the pace, or reverse, business re-openings. The International Monetary Fund downgraded

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26 Jun 2020

GSFM’s Stephen Miller comments on the Federal Reserve June statement

From GSFM

Fed forecasts no increase in rates until at least the end of 2022 The Federal Reserve projected interest rates will remain near zero through 2022 with the Fed’s ‘dot plot’ revealing a

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12 Jun 2020

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