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21 January 2025

Home / Sponsors / GSFM

GSFM

Established in 2007, GSFM is a leading independent manager and distributor of investment products across the Australian and New Zealand markets. Our brand embodies a commitment to exploration and discovery, consistently seeking out the best opportunities to address market needs by forging new investment partnerships.

Our mission is to collaborate with high-calibre investment managers to deliver distinctive, high-quality investment strategies to Australian retail, wholesale, and institutional investors. We carefully select each investment manager based on their team's expertise, dedication, a robust investment process, and their ability to achieve positive outcomes for investors.

We have partnered with nine specialist investment managers, including US-based Epoch Investment Partners (TD Epoch) and Payden & Rygel, London-based Man Group (Man AHL and Man GLG), European-based Access Capital Partners and Alantra, Singapore-based Eastspring Investments, and Australian-based Munro Partners, Tanarra Credit Partners, and Australian Entertainment Partners. Each offers a unique investment strategy in their respective asset classes, including global equities, Asian equities, global fixed income, global emerging markets, and alternatives.

See www.gsfm.com.au for more information.

 

Latest sponsor articles

The markets to gain most from US rate cuts

US rate cuts, low starting valuations and an uptick in global capex are just some of the tailwinds behind emerging markets. A value approach can help investors grasp growth opportunities without overstretching.

How a fund manager is using AI to get an edge

Artificial intelligence is taking the world by storm and the investment industry is still coming to terms with its immense capabilities. Here is how one fund manager is using AI to stay ahead of its competitors.

How to unlock the big opportunity in misunderstood small caps

Political turmoil and new regulations have left Europe-listed small caps unloved and under-covered. Taking a 'friendly activist' approach to investing in those with global growth opportunities can reap dividends.

AI is not an over-hyped fad – but a killer app might be years away

The AI investment trend looks set to continue for years but there is only room for a handful of long-term winners. Dr Kevin Hebner also warns regulators against strangling innovation in the sector before society reaps the benefits.

Should investors follow super funds into private credit?

Led by superannuation funds, institutions are piling into private credit, attracting to the high yield and steady returns on offer. Should retail investors and SMSFs allocate more money to this burgeoning asset class?

The copper bull market may have years to run

The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy.

Will the Year of the Dragon be good for markets?

Will the Year of the Dragon prove a fruitful one for markets? Strong labor markets and a loosening in financial conditions should help in the first half of 2024, though things may get more rocky as the year progresses.

Is a large Chinese renminbi devaluation coming?

The Chinese economic model needs an overhaul and a currency devaluation is one way for the country to restructure. If a devaluation happens, it will have significant ramifications for Australia and the world.

Should you be worried about high-flying markets?

The well-known Fear & Greed Index, used to gauge the current mood of the market, shows that it's now close to ‘extreme greed’ mode. This should give investors pause as it appears that the risks for 2024 are underpriced.

It's time small and mid-caps play catchup

In recent years, large caps returns have dwarfed those of small and mid-caps, especially in the US. 2024 could be the year that reverses as earnings growth re-accelerates for higher quality smaller companies.

Three ASX small caps set to shine in 2024

A turnaround in the fortunes of ASX small caps is overdue after a disappointing 2023. It's important to pick your spots though, and miners and building materials companies look the standouts heading into next year.

What is trend following and why do it?

Trend-following strategies have been around for a long time though they're still seemingly underappreciated. These strategies can provide diversification benefits and help protect downside risks to portfolios.

Every era has its hot stocks. Will AI defy gravity?

In finance, few phrases are potentially as wealth destructive as 'this time it’s different'. Yet, during a period when the mere mention of AI has sent valuations soaring, many are wondering if this time it really is different.

Sponsor White Papers

Three Reasons for Optimism about Asia ex-Japan Equities

After their post-Covid underperformance, Asia ex-Japan equities are poised for a turnaround. Key catalysts include anticipated Fed easing, China's policy reforms, and a burgeoning AI technology cycle, all aligning for potential outperformance.

AI and Electricity Demand: The Very Hungry Caterpillar

This paper explores how power constraints will impact the progress of AI, what the electricity demand boom means for the commodities market, as well as the implications for investors exposed to utilities and infrastructure investments.

New anchors reshaping supply chains: Opportunities for investors.

Eastspring's pulse survey across North America, Europe and Asia reveals that supply chain rebalancing is among the top priorities for businesses. As global supply chains evolve, businesses are rebalancing to not only mitigate risks but also capture opportunities.

The power of being defensive and different

Recent years have been volatile as investors have tried to forecast the trajectory for inflation, interest rates, and global growth. Conditions are looking up for equity investors now, but material uncertainty remains.

Securitized credit: More relatable and connected to daily life than you think

Securitisations are all around our daily lives, so why do they strike most of us as a complex, financially engineered labyrinth? This paper explains why securitisations exist, what opportunities they offer, and the benefits securitised credit offers a multi-asset portfolio.

The US November 2024 Election: Implications for Investors

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The Capital Reinvestment Story

What is the purpose of a firm? The generally accepted answer is something along the lines of “maximize the value of the business for its owners,” which in the case of a publicly traded company is the stockholders. But what does that answer really mean in practice?

AI is the New Macro Part II: An AI Powered Productivity Boom

Part II of our series examines productivity, which has been the primary determinant of our prosperity and welfare. In turn, since at least Gutenberg, technologies like AI have been the critical driver of productivity.

AI is the New Macro: Implications for the Labor Market

Generative AI is destined to be the key driver of equity markets over the next decade or so. Part I of a four part series identifies four key areas that could be impacted – labor, productivity, sector concentration and free cash flow generation.

Eight things investors can no longer rely on

Investing is not getting any easier. Now more than ever. A host of things investors have benefitted from in recent decades is likely to turn on a multi-year view. What has not changed, is the need to deliver performance.

This is why we can’t have nice things

Of late, people are blaming a variety of economic ills on an unlikely villain: the desire of investors to earn good returns on capital. But, no industry can be expected to survive if it is not creating value for its investors.

China’s “Common Prosperity”: What Does it Mean for Investors?

In 2024 the SEC will begin delisting Chinese companies that haven’t opened up their audits to U.S. oversight. Beijing has prohibited cooperation over fears that state secrets would be leaked. As a result, equity market decoupling is destined to accelerate over the next two years.

The pandemic accelerant: turbo-charging the digital economy

New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in fintech and biotech.

Moore’s Law and the race for the rest of the chessboard

The explosion of exciting breakthroughs in AI, autonomous driving, 5G, and cloud computing will drive double-digit growth in semiconductor revenues for the foreseeable future.

Most viewed in recent weeks

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

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