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All Articles tagged with 'Kera Van Valen'

You are in   Posts tagged 'Kera Van Valen'

Investors need to prioritise companies issuing dividends

From GSFM and Epoch Investment Partners

In times of economic and political turbulence, investors seeking stability and long-term value should focus on companies still issuing dividends, according to Kera Van Valen, portfolio manager of GSFM fund

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19 Jun 2025
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AI mania driving investment decisions, but don’t forget fundamentals

From Epoch Investment Partners

2023 has seen AI mania captivate investors, as a year-to-date bull run in global equities has been fuelled by rampant speculation on the future growth implications of the technology’s broad

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10 Oct 2023
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The importance of fundamentals in uncertain times

From GSFM and Epoch Investment Partners

There is currently no shortage of uncertainty in global markets, and it looks like things will remain that way for the foreseeable future. The prolonged war in Ukraine coupled with

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19 May 2023
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