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Everything from GSFM

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

When bits meet atoms

From GSFM

In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine

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21 May 2018

Digital enterprise – the future is here

From GSFM

As businesses across all sectors grapple with digital disruption and race to embed technology across all facets of their business, a number of technology providers stand to benefit. In this

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26 Apr 2018

Back to the future: the return of the ‘old normal’

From GSFM

Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets following the re-emergence of inflationary pressures. He looks to the

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13 Mar 2018

GSFM adds three funds to ASX mFund settlement service

From GSFM

Grant Samuel Funds Management has made three of its international equities funds available on the mFund settlement service, building on growing investor demand for global equity opportunities. The funds are:

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12 Mar 2018

GSFM appoints Stephen Miller as investment consultant

From GSFM

Grant Samuel Funds Management (GSFM) has appointed industry expert Stephen Miller to the newly created role of investment consultant. Mr Miller will be based in Sydney and report to CEO

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13 Feb 2018

Tech is the new macro – part two

From GSFM

Implications for labour markets and productivity In this second of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further, to look

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22 Jan 2018

2018 outlook: global equity outlook strong as volatility returns to the market

From GSFM

The outlook for equity markets in 2018 is stronger internationally than locally, and volatility is likely to make a return, meaning investors may need to consider some portfolio protection, according

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19 Jan 2018

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]