GSFM Conversations

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مطالبة

In this latest episode, GSFM CEO Damien McIntyre chats to Tim Carleton, CIO at Auscap Asset Management. In the run-up to the reporting season, Tim and Damien discuss the short- and long-term outlook for Australian equities, with particular emphasis on Tim’s preferred sector – Aussie mid-caps.  

In this latest episode, GSFM CEO Damien McIntyre chats to Geof Marshall, head of private markets for CI Global Asset Management. Together, they discuss private markets: the growth, the trends and what's in it for investors. 

In this latest drop, GSFM CEO Damien McIntyre chats to Peter Szekely, MD of Tanarra Credit Partners. In this episode, they break down the latest trends shaking up private credit. They dive into whether the recent US tech and SaaS market fallout is spilling over into Australia, unpack how rising int…

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 econ…

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…

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 announceme…

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.  

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.

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.