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Everything from GSFM

When cash may be the risky option

From GSFM

Despite term deposit rates scraping the lowest point in many years, the amount of cash on deposit by Australian investors has increased exponentially since the Global Financial Crisis (GFC) and

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28 Nov 2016

Payden Global Income Opportunities Fund takes a place in AMP North and Zenith model portfolios

From GSFM

The Payden Global Income Opportunities Fund has been added as an investment option to the AMP North online platform and added as an option to the Zenith model portfolios. The

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23 Nov 2016

Canadian wealth management firm CI Financial acquires majority stake in Grant Samuel Funds Management

From GSFM

CI Financial Corp. (CI) has agreed to purchase an 80 per cent stake in Grant Samuel Funds Management (GSFM). The transaction is expected to close on or about 15 November

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07 Nov 2016

Global Equity Advantage Fund added to Macquarie Wrap

From GSFM

The Grant Samuel Global Equity Advantage Fund has been added as an investment option on the Macquarie Wrap platform, 12 months after the fund was launched to provide investors with

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27 Oct 2016

Is Japan investable through a cash flow prism?

From GSFM

There are so many ways companies, sectors and economies can be viewed: many investors study traditional accounting metrics such as price/earnings (P/E) and price/book value (P/BV) ratios of companies and

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24 Oct 2016

Back to the future – are LICs the new growth story?

From GSFM

The earliest Listed Investment Companies (LICs), Australian Foundation Investment Company (AFIC) and Argo, were launched in 1928 and 1946 respectively. More recently there’s been a resurgence in this investment class,

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06 Sep 2016

The four letter word that investors avoid

From GSFM

Investment risk can be defined as the probability that an investment’s actual return will differ from its expected return. While most people tend to link investment risk with the sharemarket, as outlined

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22 Aug 2016

Brexit and its contagion

From GSFM

Bill Priest, CEO and co-CIO at New York-based Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, provides an update with two subjects — Epoch’s

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18 Jul 2016

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

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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

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23 May 2016

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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 [...]