Kera Van Valen and John Tobin, Portfolio Managers of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, discuss how current macro factors will impact companies’ ability to grow their cash flows and return cash to shareholders through dividends, share buybacks and debt reduction.

To watch the video (5.40 mins) click here.

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.