Article list

Everything from GSFM

RBA minutes: stayin’ live

From GSFM

I’m not sure that the news flow of the last week or so has managed to advance whatever one may have been thinking about the decision of the Reserve Bank

continue reading

03 Jul 2026

CPD: Capitalising on global growth in the decarbonisation era

From GSFM

Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net

continue reading

02 Jul 2026

Private markets becoming a core allocation as listed markets narrow

From GSFM

Structural changes in global capital markets have reshaped the investment landscape, and investors are increasingly viewing private markets as a core portfolio allocation, according to GSFM CEO, Damien McIntyre. But

continue reading

01 Jul 2026

The Fed: “hawkish”…sort of…

From GSFM

As was pretty much expected, the Federal Reserve’s Federal Open Market Committee (FOMC) chose to keep the policy (federal funds) rate target unchanged at 3.5 – 3.75 per cent. That

continue reading

19 Jun 2026

The RBA: ‘pause and reflect’ despite a particular inflation proclivity, Fed and other central banks

From GSFM

The RBA: ‘pause and reflect’ despite a particular inflation proclivity I had canvassed the possibility that the Reserve Bank of Australia (RBA) might ‘pause and reflect’ at the last RBA

continue reading

05 Jun 2026

CPD: Trend following in uncertain times

From GSFM

Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend

continue reading

03 Jun 2026

Opportunities in European small caps abound – but the right approach is crucial

From GSFM

A volatile start to 2026 has masked some solid fundamentals in European markets, but the valuation gap that exists between European small caps relative to both history and their large cap peers makes them an attractive

continue reading

27 May 2026

GSFM launches CI Global Private Markets Funds in Australia

From GSFM

GSFM, with CI Global Asset Management (CI GAM) as investment manager of the underlying funds, has launched the CI Global Private Markets Growth Fund and CI Global Private Markets Income

continue reading

12 May 2026

Are markets ‘complacent’?

From GSFM

The onset of the Iranian crisis has unleashed a litany of dire prognostications surrounding the likely course of the price of financial assets. Yet US equity markets are close to

continue reading

08 May 2026

CPD: Why Asia, why now?

From GSFM

The investment playbook has long been anchored by the security of the Australian sharemarket, notably the ASX200. Investors have leaned on the ‘big four’ banks for yield and the mining

continue reading

07 May 2026

FIRST 12 3 4 5...37 LAST

Earn CPD Points

CPD: The spectrum of growth
Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad [...]
CPD: Record-keeping in financial advice – the key to compliance and consumer protection
Introduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]
CPD: Trust and ethics in financial advice
In 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined [...]
CPD: Retirement Income Strategies
It has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see [...]
CPD: Free cash flow works
The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in [...]