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Everything from GSFM

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

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

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CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]