GSFM Conversations

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...

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.