GSFM Conversations
Conversations is a monthly podcast from GSFM, a series that will focus on investment concepts and outcomes of interest to financial advisers and their clients.
Episodes
GSFM hosted Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners at a lunch event at the Sofitel Melbourne on Collins on 20 March 2024. This event was part of a national series which also took place in Brisbane, Sydney, Adelaide and Perth.
We hope you enjoy the podcast and find the content compelling and valuable.
The information provided by GSFM and Munro Partners in this recording is general information and is for educa...
GSFM's Damien McIntyre has a great conversation with Payden & Rygel's Nigel Jenkins. Having worked in fixed income markets for over 35 years, Nigel is well placed to answer the big questions...are bonds back and what is the outlook for fixed income in 2024?
This second episode sees CEO Damien McIntyre in conversation with TD Epoch's investment strategist Kevin Hebner. Together they discuss the macro issues and themes most likely to impact markets in 2024 - and yes, AI is definitely one of those themes!
In the first episode for 2024, GSFM's investment strategist Stephen Miller and CEO Damien McIntyre discuss the year ahead and, specifically, the macro and structural themes likely to effect markets and investors.
In this episode, Man GLG's Ed Cole joins CEO Damien McIntyre to talk about the global macro environment and how it is affecting financial markets.
In this latest episode, GSFM's CEO Damien McIntyre chats about investing in Asia with Man GLG's Andrew Swan, who has spent the last 20 years investing in the region. Andrew shares his insights and perspectives on the region and explains the differences between investing in Asia and more broadly in emerging markets. A great conversation and a must-listen episode for those with an interest in Asian markets.
In this episode, Tribeca's small cap manager Simon Brown joins CEO Damien McIntyre to talk about the Australian market and small and mid cap stocks and sectors in particular. Hear how the sector fared in the recent reporting season, coming off the back of a challenging year for smaller companies globally.
In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow.
The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to in...
In this episode, GSFM's CEO Damien McIntyre explores the investment opportunity presented by climate change and delves into the Munro Climate Change Leaders Fund with portfolio manager James Tsinidis.
GSFM's CEO Damien McIntyre sits down with Munro Partners' responsible investing manager Mike Harut. They discuss the benefits of incorporating ESG factors into company analysis, the role of responsible investing in the stewardship of capital and the importance of being fully transparent to investors.
In this episode, GSFM's CEO Damien McIntyre chats with Munro Partners portfolio manager Kieran Moore. They discuss growth equities in the current environment and examine Munro's Areas of Interest.
In this episode, GSFM's CEO Damien McIntyre discusses all things private credit with Tanarra Credit Partner's Managing Partner Peter Szekely.
In this instalment, GSFM's CEO Damien McIntyre chats to Jun Bei Liu, lead portfolio manager of the $1.2 billion Tribeca Alpha Plus Fund. Jun Bei shares her insights on inflation, rates and recession - as well as the all important China re-opening - and what this means for the Aussie market and her fund.
In this first of a new series focused on 'silver linings, GSFM's CEO Damien McIntyre and investment strategist Stephen Miller discuss 2022 and the year ahead. Listen to find out where the silver linings might be!
Investing in corporate Australia provides a share of company profits in the form of a dividend, as well as the potential for capital growth. This episode examines the Aussie dividend landscape in light of rampant inflation and rising interest rates.
Despite rising inflation, there's a lot of good news for fixed income investors. Rates are improving and if, like Payden & Rygel, your manager has flexibility as to the fixed income asset classes where they can invest, there's a lot of income-generating opportunity in the market.
In this episode of Conversations, GSFM's CEO Damien McIntyre chats with investment strategist Stephen Miller. They discuss how inflation and rising interest rates will impact different asset classes and where investors might find income in such an environment.
In this episode of Conversations, GSFM's Damien McIntyre chats with John Tobin, portfolio manager with Epoch Investment Partners.
In this episode, GSFM CEO Damien McIntyre and Redpoint Investment Management's CEO Max Cappetta discuss the increased importance of Australian equities as a provider of income, particularly for retirees.
In this inaugural episode of Conversations - and the first in the Income Series - CEO Damien McIntyre and Investment Strategist Stephen Miller discuss the traditional sources of income, cash and bonds.
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