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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

Grant Samuel Funds Management invests in institutional business with senior appointment

From GSFM

Grant Samuel Funds Management (GSFM) has appointed Ms Vivienne Lee to the newly created role of senior manager – institutional business. Ms Lee will be based in Sydney and will

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10 Jun 2015

Long/short – a strategy for all seasons

From GSFM

The current investment environment Any discussion about the outlook for the Australian economy and Australian sharemarket needs to start with China. It’s no surprise that China has been a massive

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29 May 2015

Investing for income – can global equities deliver? (Part 2)

From GSFM

In part one of this two-part series, we looked at the factors that underpin a global equity shareholder yield strategy and focused on one of those factors – dividends –

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29 Apr 2015

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CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]
CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]