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Everything from GSFM

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

Investing for income – can global equities deliver? (Part 1)

From GSFM

Although there are rumblings from the US Federal Reserve about increasing interest rates, as illustrated in Figure 1, interest rates of most developed economies remain at all-time lows. The most

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27 Apr 2015

What’s keeping bond investors awake at night?

From GSFM

Bond markets were once the world’s most liquid. Today, trading even $5 million in bonds can be difficult. In the bond market, a narrow bid/ask spread signifies a liquid bond

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17 Mar 2015

Volatile markets to challenge investors in 2015

From GSFM

Triple3 Partners have warned that quantitative easing, an expected increase in global interest rates and falling oil prices will present investors with a challenging set of circumstances in 2015. “The

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30 Jan 2015

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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 [...]