GSFM

GSFM Conversations

Business EN ↓ 36 episodes

GSFM Conversations is a podcast from GSFM in which it explores themes and discusses insights with its investment partners.

Author

GSFM

Episodes

Conversations: Silver Lining, Episode 5 with Mike Harut from Munro Partners 18.06.2023 29:24

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.

Conversations: Silver Lining, Episode 4 with Kieran Moore from Munro Partners 29.05.2023 32:07

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.

Conversations: Silver Linings, Episode 3 with Peter Szekely from Tanarra Credit Partners 21.03.2023 30:20

In this episode, GSFM's CEO Damien McIntyre discusses all things private credit with Tanarra Credit Partner's Managing Partner Peter Szekely.

Conversations: Silver Linings, Episode 2 with Jun Bei Liu from Tribeca Investment Partners 09.02.2023 28:33

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.

Conversations: Silver Linings, Episode 1 with Stephen Miller from GSFM 05.12.2022 28:37

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!

Episode 6: Dividends from Australian shares 04.07.2022 33:06

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.

Episode 5: Income from fixed interest investments 15.05.2022 27:09

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.

Episode 4: Income in an inflationary environment 23.03.2022 32:48

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.

Episode 3: Income from global equities 09.02.2022 32:18

In this episode of Conversations, GSFM's Damien McIntyre chats with John Tobin, portfolio manager with Epoch Investment Partners.

Episode 2: Income from Australian equites 23.11.2021 36:53

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.

Episode 1: Income 25.10.2021 30:17

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.