Is negative interest rate policy a ‘cure’ worse than the disease?

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Interest rates, as the Boss would say, are goin’ down, down, down, down. However, are the potential outcomes of negative interest rate policy (NIRP) worthwhile? The Economics Team at GSFM’s... Read more continue reading

Global listed infrastructure –‘Buy’ time looming?

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The COVID-19 pandemic has very likely pushed the international economy into recession and cut a swathe through global equity markets. From 21 February through to the end of March 2020,... Read more continue reading

ESG scores signal resilience

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Companies with higher ESG ratings performed notably  better and were more resilient during the outbreak of the Coronavirus pandemic compared to investments with lower ESG ratings, according to AXA IM.... Read more continue reading

ESG rating linked to outperformance during pandemic

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The recent period of market volatility as a result of the coronavirus pandemic has shocked in its severity. But the broad-based sell-off did discriminate, as new data from Fidelity International... Read more continue reading

SMSFs selling geared equities which the Fund borrowed to buy

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If your SMSF can’t hold on any longer and must sell a parcel of shares or units which it borrowed to purchase, there are compliance issues which must be remembered,... Read more continue reading

What trustees need to consider in closing an SMSF

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What do trustees need to consider when winding up an SMSF? Mary is the sole member and one of two individual trustees of her SMSF – the other being her... Read more continue reading

Can infrastructure provide shelter from the viral storm?

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Despite the market falls in March 2020, the Global Listed Infrastructure (GLI) sector has continued to deliver on its attractive return attributes for the 12 months to 31 March 2020,... Read more continue reading

Protection in times of disruption – reframing the context for life insurance advice

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Introduction In Australia – and around the world – life insurance is a vital part of the ecosystem that helps protect the financial, emotional and physical wellbeing of individuals. That... Read more continue reading

Podcast 4: The RBA’s buying spree

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The RBA has been buying up big, purchasing around $36bn in government and semi-government bonds throughout March. But when is enough, enough and can these efforts really help stave off... Read more continue reading

Is ESG just warming up?

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Whether ESG factors are truly ‘alpha’ factors equivalent to their Value, Momentum, Quality and Low Volatility counterparts remains a contentious issue within the investment community. In this article from GSFM’s... Read more continue reading