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Everything from GSFM

Circumventing ‘flat earth’ market thinking

From GSFM

GSFM recently hosted fixed income specialists Payden & Rygel, who addressed advisers around the country. The presentation took a different view to the general bond market approach; instead it looked

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18 Sep 2019

Neo-chartalists or neocharlatans? A dive into Modern Monetary Theory

From GSFM

A small revolution is brewing in the world of macroeconomics. It’s an idea that counts a Democratic socialist presidential candidate and a hedge fund manager among its adherents. The economics

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29 Jul 2019

Markets sending contradictory signals: GSFM

From GSFM

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, according to GSFM and its fund manager partners Munro Partners,

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25 Jul 2019

Back from the brink

From GSFM

While the US is ‘back from the brink’ and markets have returned to positive territory in 2019, this cycle is well into its late innings. As discussed in this article

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01 Jul 2019

5G – connecting to new investment opportunities

From GSFM

5G heralds a new era in telecommunications, one that’s focused on speed and software. It’s an area of interest for Munro Partners, one of GSFM’s investment partners and manager of

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30 May 2019

Battling deflation

From GSFM

Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would

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08 May 2019

GSFM and Cambridge announce strategic partnership

From GSFM

GSFM and Canadian-based Cambridge Global Asset Management have formed a partnership, with GSFM distributing the Cambridge Global Smaller Companies fund in the Australian and New Zealand markets. The partnership will

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07 May 2019

Grant Samuel Funds Management rebrand

From GSFM

Grant Samuel Funds Management has changed its name to GSFM as of 25 March 2019. The change follows the acquisition by Canadian wealth management firm CI Financial Corp. of an 80

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28 Mar 2019

Economic outlook – cautiously constructive

From GSFM

Late last month John Tobin, managing director and portfolio manager with Epoch Investment Partners, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country,

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25 Mar 2019

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

From GSFM

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

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12 Feb 2019

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CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]
CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]