Article list

Everything from GSFM

Monetary policy unmasked – our take on negative interest rates

From GSFM

Jeffrey Cleveland, principal and chief economist at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, writes about negative interest rate policy and whether it’s achieving the

continue reading

15 Jun 2016

A fundamental approach to managing volatility

From GSFM

Ever since the Global Financial Crisis (GFC) of 2007-2009, investors have sought ways to avoid the high levels of market volatility experienced during those years. In this article, GSFM explores

continue reading

23 May 2016

Smaller companies, sizable potential

From GSFM

There are 2,077 ASX-listed smaller companies stocks, known colloquially as small caps; that is, companies outside of the ASX-100 index[1]. Of those, just 200 comprise the S&P/ASX Small Ordinaries Index,

continue reading

02 May 2016

The rates war

From GSFM

The aftermath of the global financial and sovereign debt crises have left economies worldwide struggling to find their footing. After years of government intervention, such as Quantitative Easing (QE) programs,

continue reading

14 Mar 2016

Strategies to survive a bear market – Part II

From GSFM

In Strategies to survive a bear market – Part I we looked at the benefits of long/short equity strategies to ride out market turbulence. In the second part of this series,

continue reading

22 Feb 2016

‘Episodic’ market volatility ahead for 2016 – China the wildcard in global market outlook

From GSFM

The year ahead will be one of ‘episodic’ volatility – rather than wildly veering highs and lows – an environment that will create opportunities for astute investors, according to Simon

continue reading

03 Feb 2016

Strategies to survive a bear market – Part I

From GSFM

Welcome to 2016, where headlines scream about the prospect of bear markets, accompanied by images of screens showing an endless sea of red. Global markets are concerned about a trifecta

continue reading

27 Jan 2016

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

From GSFM

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

continue reading

07 Dec 2015

An options primer – the basics

From GSFM

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

continue reading

16 Nov 2015

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

From GSFM

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

continue reading

12 Nov 2015

FIRST 1...26 27 28 293031 32 33 LAST

Earn CPD Points

CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]