A new global order and implications for investors

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The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled... Read more continue reading

Interest rates to help AREIT growth but uncertainty for office property remains

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Potential for improved earnings growth among AREIT stocks is emerging as an additional boost to the sector following a second interest rate cut for the year, and while some office... Read more continue reading

AMP launches market-first retirement income boost for super members – AMP Super Lifetime

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AMP has announced the designed to help millions of Australians unlock more income in retirement – without changing how their super is invested and without additional fees. By utilising Centrelink... Read more continue reading

Betashares reaches $50 billion, gears up for next phase of growth

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Betashares, a leading Australian financial services company, today announced it has reached $50 billion in funds under management, marking a significant milestone for the business as it accelerates its mission... Read more continue reading

US middle market private credit – the investment case

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In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with... Read more continue reading

Fidelity International highlights Asia’s rise in global technology

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The launch of Chinese AI startup Deepseek has prompted new enthusiasm in who will be the “winners” within the global technology ecosystem. Amidst this evolving landscape, the current volatility has... Read more continue reading

Sticking with the Rally

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It’s been a volatile period for equities. From record highs in mid-February, developed equity markets fell to within a whisker of a bear market by early April, only to recover... Read more continue reading

Labour and jobless data ‘canary in the gold mine’

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In the recent ‘Anatomy of a recession’ analysis Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, noted that the probability of US consumer strength overpowering... Read more continue reading

BlackRock to debut its first active ETF in Australia 

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BlackRock Australia has announced its intent to launch its first active ETF in Australia, the iShares U.S. Factor Rotation Active ETF (ASX: IACT),1 underscoring its commitment to broadening access to... Read more continue reading

Fears of US economic downturn are overdone

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Fears of an imminent US economic downturn are premature given government spending will remain consistent with last year’s levels or even higher. According to Chris Bedingfield, principal and portfolio manager,... Read more continue reading