CPD: Private credit – a key sub-sector in private market investing

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Private markets offer the potential to outperform public markets over the mid- to long-term with the potential for lower volatility. Within this, private credit offers investors an attractive opportunity to

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The Fed: extended sabbatical or a short break

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As was pretty much universally expected the Fed’s Federal Open Market Committee (FOMC) kept the policy rate target range unchanged at 4.25-4.50 per cent when it met overnight. The Fed

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CPD: A 2025 global growth equities outlook

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It’s the question that greets every new year…what will be the investment landscape in the year ahead? Will bull markets prevail? As 2025 ticked over and the strains of auld

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Will 2025 be the year of the bull market?

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Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its

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US CPI is better but still “sticky” and December labour force data could be pivotal for the RBA

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US CPI: better but still “sticky”. The Fed policy rate: ditto. Where to for US bond yields? The robust December payrolls report was something of a death knell for a

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The Fed: diluting the punchbowl?

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Former Federal Reserve Chair William McChesney Martin was the longest serving Federal Reserve (Fed) Chair, serving almost 19 years until January 1970. He is famous for his description of the

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Australian GDP and the RBA: the February door is ajar

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In some sense the September quarter national accounts don’t reveal much that wasn’t already known. Private demand is weak, but apparent supply constraints (exemplified by ongoing languishing productivity) are a

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CPD: Global dividends play an important role in portfolio income

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With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips –

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GSFM fund manager partner, Payden & Rygel, awarded $700 million mandate

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A $34 billion Australian superannuation fund has awarded a $700 million mandate to GSFM fund manager partner Payden & Rygel. The mandate funded in Q4 2023 at $400 million, with

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GSFM appoints key account manager in Queensland

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Fund manager GSFM has appointed David Cohen to the newly created role of key account manager (QLD), effective 18 November. He will be based in Brisbane and report to national

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