ÜBER DIESE EPISODE
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.
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von GSFM Conversations durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
In this episode of Conversations, veteran Asian equities investor Andrew Swan joins GSFM's CEO Damien McIntyre to discuss the state of play in Asian markets. Their conversation spans tariffs, rates, the impact of a falling USD and increased consumerism. A great listen for anyone with interest in in…
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.
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 sha…
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 …
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