Long/short investing – a strategy for all seasons

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Investors and advisers alike are most familiar with ‘long-only’ investing. Short selling is often perceived negatively and attributed to day traders. However, as outlined in this article from GSFM, a... Read more continue reading

Never let the truth get in the way of a good emerging markets story

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It’s easy to become overwhelmed at the sheer volume of news, predominantly bad, that bombards us on a daily basis. War, pandemic and recession relentlessly frequent the headlines, with no... Read more continue reading

Australian Housing: Boom And Bust

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Following a week on the road meeting with clients, the most common questions I’ve been asked surround interest rate rises. Some of the effects of rate increases across the globe... Read more continue reading

Global bond bear hug: Investing in fixed income

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Financial markets Bonds are defined as fixed income investments issued by corporations or governments to raise funds to finance projects and operations. When investors lend money to companies or governments... Read more continue reading

Bright spots for opportunistic small cap investors

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Lead indicators are pointing to a more uncertain and challenging period for broader Australian equities, and while some headwinds will persist, there are opportunities for investors in smaller companies, according... Read more continue reading

Investors should rebalance their portfolios and not wait for return to the ‘good times’

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The priority for investors should be rebalancing their portfolios to protect their wealth instead of positioning for a return of the good times, as now is a dangerous time to... Read more continue reading

There’s a bear (market) in there

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Bear markets are an unfortunate reality of investing and a necessary part of the market cycle. In this article, GSFM shares the views of its investment partner Munro Partners on... Read more continue reading

Most investors believe investing sustainably is the only way to ensure long-term profitability

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“Expert” investors are more likely to believe that investing sustainably is key to driving long-term returns compared with people who rate themselves as less knowledgeable, the Schroders Global Investor Study... Read more continue reading

Hejaz launches Australia’s first Sharia-compliant ETFs on ASX

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Hejaz Financial Services has launched two of its leading funds – the Hejaz Equities Fund (ASX:ISLM) and Hejaz Property Fund (ASX:HJZP)— as Exchange Traded Funds (ETFs) on the Australian Securities... Read more continue reading

A closer look at US housing

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Déjà vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were... Read more continue reading