GSFM Conversations
GSFM Conversations is a series that focuses on investment concepts and outcomes of interest to financial advisers and their clients.
Episodes
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 ou...
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.
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 investing in Asian markets or more broadly.
GSFM hosted Bill Priest and Kera Van Valen from Epoch Investment Partners at a lunch event at the Sofitel Melbourne on Collins on 13 May 2025. This event was part of a series which also took place in Adelaide and Sydney.
We hope you enjoy the podcast and find the content valuable.
The information provided by GSFM and Epoch Investment Partners in this recording is general information and is for educational purposes only. The podca...
It’s been a wild ride for financial markets and it seemed timely to bring GSFM’s investment strategist Stephen Miller back to the microphone. Steve has been penning opinion pieces for the AFR and speaking to media far and wide about ‘Liberation Day’, the turmoil unleashed by the Trump administration’s tariffs policy and potential outcomes. GSFM’s CEO Damien McIntyre joins Stephen.
This episode is focused on private credit and features Tanarra Credit Partners’ Peter Szekely in conversation with our CEO Damien McIntyre. Peter will discuss the outlook for private credit in the year ahead and the benefits of diversifying into a non-property exposed private credit strategy.
In this first episode of GSFM's Conversations for 2025, investment strategist Stephen Miller and CEO Damien McIntyre examine the issues of the day and discuss how they might impact the investment environment across 2025.
In this episode, GSFM's CEO Damien McIntyre chats with Qiao Ma, lead portfolio manager of the Munro Global Growth Small & Midcap Fund. Their conversation dives into the world of global small and mid cap companies and Munro's Areas of Interest, which drive stock selection across the market cap spectrum.
GSFM hosted Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners at a lunch event at the Sofitel Melbourne on Collins on 20 March 2024. This event was part of a national series which also took place in Brisbane, Sydney, Adelaide and Perth.
We hope you enjoy the podcast and find the content compelling and valuable.
The information provided by GSFM and Munro Partners in this recording is general information and is for educa...
GSFM's Damien McIntyre has a great conversation with Payden & Rygel's Nigel Jenkins. Having worked in fixed income markets for over 35 years, Nigel is well placed to answer the big questions...are bonds back and what is the outlook for fixed income in 2024?
This second episode sees CEO Damien McIntyre in conversation with TD Epoch's investment strategist Kevin Hebner. Together they discuss the macro issues and themes most likely to impact markets in 2024 - and yes, AI is definitely one of those themes!
In the first episode for 2024, GSFM's investment strategist Stephen Miller and CEO Damien McIntyre discuss the year ahead and, specifically, the macro and structural themes likely to effect markets and investors.
In this episode, Man GLG's Ed Cole joins CEO Damien McIntyre to talk about the global macro environment and how it is affecting financial markets.
In this latest episode, GSFM's CEO Damien McIntyre chats about investing in Asia with Man GLG's Andrew Swan, who has spent the last 20 years investing in the region. Andrew shares his insights and perspectives on the region and explains the differences between investing in Asia and more broadly in emerging markets. A great conversation and a must-listen episode for those with an interest in Asian markets.
In this episode, Tribeca's small cap manager Simon Brown joins CEO Damien McIntyre to talk about the Australian market and small and mid cap stocks and sectors in particular. Hear how the sector fared in the recent reporting season, coming off the back of a challenging year for smaller companies globally.
In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow.
The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to in...
In this episode, GSFM's CEO Damien McIntyre explores the investment opportunity presented by climate change and delves into the Munro Climate Change Leaders Fund with portfolio manager James Tsinidis.
GSFM's CEO Damien McIntyre sits down with Munro Partners' responsible investing manager Mike Harut. They discuss the benefits of incorporating ESG factors into company analysis, the role of responsible investing in the stewardship of capital and the importance of being fully transparent to investors.
In this episode, GSFM's CEO Damien McIntyre chats with Munro Partners portfolio manager Kieran Moore. They discuss growth equities in the current environment and examine Munro's Areas of Interest.
In this episode, GSFM's CEO Damien McIntyre discusses all things private credit with Tanarra Credit Partner's Managing Partner Peter Szekely.
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