GSFM Pty Limited was established in July 2007. It’s staffed by a group of professionals with extensive experience in Australian funds management and co-owned by executives and Canadian CI Financial. At 31 March 2024, GSFM had $9.56 billion under management. GSFM has created alliances with a number of high calibre local and international managers, making their investment products accessible to institutional, wholesale and retail investors. These managers are: Access Capital Partners, specialising in European private assets strategies for wholesale investors via the European Small Buyouts and European Infrastructure Funds Atlantra Asset Management, specialist manager of small and mid-cap European stocks for wholesale investors via its EQMC strategy Australian Entertainment Partners has a strong management team with extensive production and finance experience and offers the Australian Screen Fund for wholesale investors Eastspring Investments and its Global Emerging Markets (GEM) Dynamic Strategy for wholesale investors Epoch Investment Partners, a US-based global equities manager of one of the most successful global equity income products in Australia, the Epoch Global Equity Shareholder Yield Fund Munro Partners, a Melbourne-based global equity specialist, manager of unlisted and ASX-quoted global growth funds: Munro Global Growth, Munro Concentrated Global Growth, Munro Climate Change and Munro Global Growth Small & Mid-Cap Man Group provides technology-empowered active investment management and GSFM works with two of its five investment businesses: Man AHL, distributing Man AHL Alpha (AUD) and Man GLG, distributing the Man GLG Asia Opportunities Fund Payden & Rygel, a US-based global fixed income specialist that manages the Payden Global Income Opportunities Fund and several institutional mandates Tanarra Credit Partners, based in Australia and Asia, which specialises in private credit instruments. GSFM distributes its TCP Private Debt Income Fund
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Level 19, 1 Farrer Place
Sydney, NSW 2000, AU
GSFM Pty Limited reposted this
Had a great time chatting to Maja Garaca Djurdjevic and Keith Ford on Aussie inflation following Wednesday’s CPI figures. Ended up traversing a number of topics – inflation and monetary policy in Australia, the (sometimes tortured) interaction between monetary and fiscal policy, global inflation developments, the US budget deficit and US bond yields to name just a few.
Our Stephen Miller joins Relative Return Unplugged to discuss the latest inflation numbers and what that could mean for upcoming RBA rate decisions #podcast #inflation #rates https://lnkd.in/eD2p3bDU
Several tailwinds are poised to buoy Emerging Market equities - read more from our partner Eastspring Investments 👇 #emergingmarkets #investing https://lnkd.in/d_fBRHXX
The US Fed’s rate cutting cycles have historically correlated positively with the outperformance of Emerging Market (EM) equities. EM equities are poised to benefit from several tailwinds. Read more: https://lnkd.in/gVyN8ZfY
In this episode of Livewire Markets 'The Pitch', Man Group's Asian equities specialist Andrew Swan shares his view on the India v China debate #Asianequities #China #India #investing #markets https://lnkd.in/eSstVwyF
The September consumer price index (CPI) was released today but according to our investment specialist, Stephen Miller it did not provide much of an indication on when a policy rate cut from the RBA could be expected. Read his latest insights to find out his thoughts on the RBA's 'experiment' and when he expects the rate cutting cycle to begin in Australia. #centralbanks #interestrates #RBA #inflation #CPI
Trick or Treat? In this week's Views from the Floor from Man Group find out why the recent semiconductor roller coaster has some investors spooked, and how the ghost of former Prime Minister Liz Truss's market meltdown still looms large, ahead of UK Chancellor Rachel Reeves' budget delivery on Halloween Eve. #Halloween #markets #UK #semiconductors #investing
Andrew Swan, Head of Asia Ex-Japan Equities at Man Group speaks with Yvonne Man and Stephen Engle on "Bloomberg: The China Show" about why he prefers Chinese stocks over Indian stocks, and how the global policy pivot is creating potential tailwinds in Asia. Watch the interview here: https://lnkd.in/gkYFZnmD #Asianequities #Chinaoutlook #marketoutlook #centralbanks
"But the missing ingredient for equity rally to keep going remains the fact that bond yields, particularly in the US, have only displayed a semblance of stability (rather than a meaningful decline). Indeed, the US 10-year yield is above where it was at the start of this year." Read Stephen Miller's latest market minds column in The Australian Financial Review where he analyses the US budget deficit and what this mean for bond yields and equity markets. #investing #bonds #USelection #equitymarkets
After a 50 basis point rate cut by the Federal Reserve back in September, why are interest rates...higher? The benchmark 10-year US Treasury yield was 3.65% in mid-September, before topping this week at 4.20%. So what's changed? Find out in this week's Chart of the Week from Payden & Rygel. #chartoftheweek #economics #bondyields #interestrates #Fed
Is the Bank of Canada experience a portent for the RBA? While the Canadian experience is salutary one, there are enough differences between the Australian and Canadian (and New Zealand and Eurozone and UK) economic environments and central bank practice that caution against the drawing of too much by way of parallels. Read Stephen Miller's latest insights into the Bank of Canada's rate cut this week, and how its experience compares to the RBA. #centralbanks #inflation #interestrates #RBA #bankofcanada #marketoutlook