RBA: hawk eye!

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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

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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!

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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

Groundhog day as core inflation in the US surprises on the upside again

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US CPI: Groundhog day as core inflation surprises on the upside again At the start of the year the bond market was anticipating something close to 175 basis points (bps)

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12 Apr 2024

The Fed and March US non-farm payrolls report and the ECB’s end to the tightening cycle

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  “Give me a one-handed economist. All my economists say “on the one hand…, but then on the other…”   Harry Truman (US President 1945-53) Where is the Fed coming into

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08 Apr 2024

GSFM partners with Eastspring Investments to distribute emerging markets strategy in Australia

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GSFM has partnered with Eastspring Investments to distribute its Global Emerging Markets (GEM) Dynamic Strategy in the Australian market. Eastspring’s GEM Dynamic Strategy will be available to institutional, wholesale and

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05 Apr 2024

On the other hand

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“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-52) Despite a plethora of central bank

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25 Mar 2024

RBA: the narrow path resembles a tightrope; a “verbal pivot” in the offing? The Fed: Déjà vu all over again?!

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The Fed: Déjà vu all over again?! Yogi Berra was a US baseball coach renowned for his mangling of expression. He is most famous for coining the phrase “déjà vu

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19 Mar 2024

Long/short investing

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Investors and advisers alike are well accustomed to ‘long-only’ investing, while short selling is often perceived negatively. However, long/short equity strategies can often deliver better returns and lower volatility for

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12 Mar 2024

Central Banks: Are we there yet?

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The week just passed was meant to be one where markets obtained a clearer insight into when central banks, including the Federal Reserve (the Fed), the European Central Bank (ECB)

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11 Mar 2024