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Everything from GSFM

Trump, Tech and Trade

From GSFM

China 2025 is perceived as an existential threat to US commercial and technological leadership. This raises the risk that the Trump administration could conclude that its best response is to

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30 Jan 2019

The resilience of dividends in volatile markets

From GSFM

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

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13 Dec 2018

Have we learned the lessons of the GFC?

From GSFM

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,

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27 Nov 2018

Global themes in a tech driven world

From GSFM

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

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23 Oct 2018

Listed investment trusts – a listed growth story

From GSFM

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

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19 Sep 2018

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

From GSFM

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

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24 Aug 2018

Long/short investing – a true conviction strategy

From GSFM

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

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13 Aug 2018

Global small caps do some heavy lifting

From GSFM

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

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18 Jul 2018

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

From GSFM

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

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13 Jun 2018

Ten most important charts for fixed income investors

From GSFM

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

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12 Jun 2018

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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 [...]