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Everything from GSFM

India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

From GSFM

The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the

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15 Aug 2017

Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

From GSFM

“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and

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01 Aug 2017

GSFM appoints CEO, Executive Chair

From GSFM

Grant Samuel Funds Management (GSFM) has appointed chief executive officer, Andrew McKinnon, as executive chair of the GSFM board, replacing outgoing non-executive chair Doug Bartlett. Mr Bartlett will remain on

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20 Jun 2017

Grant Samuel Funds Management forms partnership to distribute the Munro Global Growth Fund

From GSFM

Grant Samuel Funds Management (GSFM) and global equities manager Munro Partners have formed a partnership, with GSFM distributing Munro Partners’ long/short global equities fund in the Australian and New Zealand

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15 Jun 2017

A style for all cycles

From GSFM

Twenty or so years ago, portfolio diversification was a simpler concept. There were equities, bonds and property. Equity funds tended to fall into one of two camps – growth or

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29 May 2017

Debunking conventional wisdom

From GSFM

Grant Samuel Funds Management recently hosted Scott Weiner, managing principal and portfolio manager with fixed income specialists Payden & Rygel. Scott presented to a number of financial advisers around the

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10 Apr 2017

How to avoid unintended concentration risk

From GSFM

Concentration risk can be defined as the risk of amplified losses that may occur from having a substantial portion of a portfolio in a specific investment, sector or asset class. The

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29 Mar 2017

Grant Samuel Funds Management appoints head of institutional business

From GSFM

Grant Samuel Funds Management (GSFM) has appointed Mr Charles Levinge to the newly created role of head of institutional business. Mr Levinge will be based in Melbourne and report to

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15 Mar 2017

Field of screens: why eSports are the next frontier in global sport

From GSFM

The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, delves into the world of eSport, potentially the next great driver of consumer markets. It’s

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14 Feb 2017

Inflation, bonds and Donald Trump

From GSFM

In the run up to the US election last month, there were many predictions published as to how markets would respond. The fact that Dow Futures were down over 600

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13 Dec 2016

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