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Everything from GSFM

US inflation: nothing for the worry Warshs

From GSFM

Since the conclusion of the last Fed Federal Open Market Committee (FOMC) meeting, the US financial market commentariat have spent some time highlighting Fed Chair Warsh’s communication shortcomings. It appears

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14 Aug 2026

CPD: Why private market assets belong in client portfolios

From GSFM

Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its

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05 Aug 2026

Inflation and the “new” Fed: livin’ under Kevin

From GSFM

The financial market commentariat would have us believe that Federal Reserve Chair Warsh’s Congressional testimony was “hawkish”. Fair enough! Despite a benign June consumer price index (CPI) report and last night’s benign producer price

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17 Jul 2026

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

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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

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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

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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

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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

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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

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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

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27 May 2026

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]