GSFM Conversations

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

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

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

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

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

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

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

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

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

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

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.