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Everything from GSFM

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

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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

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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

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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

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12 Nov 2015

How big a sign do you need?

From GSFM

William Priest, CFA – CEO, Co-CIO and Portfolio Manager at Epoch Investment Partners, Inc. (Epoch) provides his insights on why the current market environment may be detrimental for passive investors.

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27 Oct 2015

Triple3 Volatility Advantage Fund wins Lonsec Innovation award 2015

From GSFM

The Triple3 Volatility Advantage Fund has been named the Lonsec Innovation Award Winner for 2015 at the 13th annual SuperRatings Fund of the Year Awards. The Lonsec Awards highlight and

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20 Oct 2015

Contagion – A perspective

From GSFM

Recent events in China have sent tremors across global equity markets. Understanding the sources of these tremors and their interplay with our twin themes of secular stagnation and contagion will

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08 Sep 2015

Football and finance: what Manchester United teaches us about the global economy and the business of sport

From GSFM

Peter Beer, Economist and Vice President at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, has peeked into the financial statements of the Manchester United Football

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10 Aug 2015

Survival strategies for market turbulence

From GSFM

The fear of losing retirement savings sees many people move their superannuation to cash investments in preparation for this new phase of life. The experience of those who retired in

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27 Jul 2015

Ubernomics: the future is here, it’s just not evenly distributed

From GSFM

Much has been written about innovation and disruption. This article has been written by Jeffrey Cleveland, principal and chief economist at LA-based Payden & Rygel, manager of GSFM’s Payden Global

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20 Jul 2015

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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 [...]