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Everything from GSFM

RBA: to fight inflation, apply resuscitation or remain in suspended animation?

From GSFM

The Reserve Bank of Australia (RBA) Board will almost certainly leave the policy rate unchanged when it meets next week. There is also little prospect of a change in messaging

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17 Jun 2024

US CPI and the Fed: Let’s get this party started…almost

From GSFM

Former US Federal Reserve (the Fed) Governor, William McChesney Martin, once described the role of the Fed as akin to “to taking away the punch bowl just as the party

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14 Jun 2024

RBA in limbo land; the Bank of Canada cuts because it can; the ECB has a similar plan; where does the Fed stand

From GSFM

RBA At the margin yesterday’s March quarter GDP release supports the Reserve Bank of Australia’s (RBA) “wait and see” approach to any adjustment in the policy rate. The report confirmed

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07 Jun 2024

Monthly CPI indicator and RBA implications

From GSFM

“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-53) Australia: Inflation Trepidation The April Monthly

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31 May 2024

GSFM partners with Alantra Asset Management to distribute its listed European small and mid cap strategy in Australia

From GSFM

GSFM has partnered with Alantra Asset Management (Alantra) to distribute its EQMC strategy in the Australian market. EQMC invests in the listed European small and mid-cap space and is one

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28 May 2024

RBA: patience through the “noise” or waiting for Godot I

From GSFM

No real surprises from the Reserve Bank of Australia (RBA) May Board meeting minutes. Governor Michele Bullock had already let it be known that the Board debate was one of

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24 May 2024

How much trend following should investors hold in a portfolio?

From GSFM

Trend following strategies have a number of properties that are desirable to investors. In this article from GSFM’s investment partner Man Group, these properties are examined, and the big question

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08 May 2024

RBA: hawk eye!

From GSFM

As was largely expected, the Reserve Bank of Australia (RBA) Board decided to leave the policy rate unchanged at 4.35 per cent. However, I would be surprised if the option

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08 May 2024

The Fed less hawkish than feared and upcoming US April non-farm payrolls

From GSFM

As was universally expected the Federal Reserve (Fed) left the policy rate target unchanged at 5.25-5.5 per cent. In so doing the Fed acknowledged that inflation had been a little

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03 May 2024

Bonds are back!

From GSFM

Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the

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18 Apr 2024

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CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
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 [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]
CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]