GSFM Conversations

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GSFM Conversations is a series that focuses on investment concepts and outcomes of interest to financial advisers and their clients.

  1. 12. MÄRZ

    Conversations | The Long View, Episode 3

    In this episode, CEO Damien McIntyre is in conversation with two investment professionals from fixed income specialist Payden & Rygel. Eric Souders (managing director and portfolio manager) and Nigel Jenkins (managing director and strategist) share their insights into the global bifurcated economy and what this means for investors.

    26 Min.

  2. 25. FEB.

    Conversations | The Long View, Episode 2

    In this episode, CEO Damien McIntyre is in conversation with Tanarra Credit Partners’ managing director Peter Szekely. The Australian private credit market has matured into a $225 billion asset class but is also facing increased regulatory scrutiny and the headwinds of rising interest rates. If you’re wondering about the long-term outlook for this growing asset class, this podcast is for you.

    28 Min.

  3. 4. FEB.

    Conversations | The Long View, Episode 1

    We kick off in 2026 with a conversation between GSFM's CEO Damien McIntyre and investment strategist Stephen Miller. As a long-time bond man, Steve’s a regular commentator on markets, economics and importantly, rates: that’s why this podcast was recorded shortly after February’s RBA rate announcement. Together, they discuss the macro environment in Australia and abroad and the likely trajectory in markets in 2026.

    23 Min.

  4. 11.12.2025

    Conversations| Inside the Vault with Tim Carleton

    This final episode for 2025 has CEO Damien McIntyre in conversation with Tim Carleton, founder and CIO at Auscap Asset Management. They discuss the Australian equity market, the investment case for actively managed mid-cap stocks and their role in client portfolios.

    38 Min.

  5. 02.12.2025

    Conversations | Inside the Vault with Kera Van Valen

    In this episode, GSFM's CEO Damien McIntyre goes 'inside the vault' with TD Epoch's managing director and portfolio manager Kera Van Valen. They discuss Epoch's shareholder yield strategy, its lower than market volatility and how its expected to fare in this more challenging economic environment.

    25 Min.

  6. 02.11.2025

    Conversations | Investment Symposium Wrap with Stephen Miller

    In this episode of Conversations, investment strategist Stephen Miller and CEO Damien McIntyre discuss the major themes that emerged from GSFM's recent Investment Symposium. They also canvas central bank positioning and consider the RBA's next (and imminent) move.

    33 Min.

  7. 31.07.2025

    Conversations | Inside the vault with Mike Harut

    This episode has GSFM CEO Damien McIntyre behind the microphone with Mike Harut. Mike is Munro Partners' responsible investment manager and is responsible for the integration of ESG across its portfolios. Mike also has a major role with the firms Climate Change Leaders strategy. Together, Damo and Mike take listeners through the structural trend that is climate and the 'winners', those companies at the forefront of decarbonising our world and best positioned to deliver for both the environment and investors.

    29 Min.

  8. 28.07.2025

    Conversations | Inside the Vault with Kieran Moore, July 2025

    GSFM's CEO Damien McIntyre sat down with Munro Partners' portfolio manager Kieran Moore to discuss markets and global growth investing. Not surprisingly, AI continues to dominate conversations, but there are other Areas of Interest on team Munro's radar as it closely watches several key factors shaping the outlook for growth companies.

    33 Min.
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Info

GSFM Conversations is a series that focuses on investment concepts and outcomes of interest to financial advisers and their clients.

Informationen

  • Erstellt von
    GSFM
  • Jahre aktiv
    2021 - 2026
  • Folgen
    34
  • Bewertung
    Unbedenklich
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    GSFM Conversations

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