Article list

Everything from GSFM

Soft landing still a central case…but a lot can go wrong. (Or will the Bears catch “goldilocks”?)

From GSFM

RBA: monetary policy bias swinging to neutral, but still some distance to any imperative for a policy rate cut Yesterday’s release of the January Monthly consumer price index (CPI) indicator

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01 Mar 2024

The investment case for private credit remains strong

From GSFM

Private credit offers investors an attractive opportunity to benefit from regular income, strong investor protections and low volatility, irrespective of the economic conditions that prevail during 2024. This article from

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20 Feb 2024

US January consumer price index. Not there yet. Not even close?

From GSFM

January’s US consumer price index (CPI) is a reminder that the challenges around the “last mile” in returning inflation to target are daunting. I suspect that the Federal Reserve (Fed)

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15 Feb 2024

Phlegmatic Fed

From GSFM

As was widely anticipated, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to eschew any adjustment in the policy rate at the conclusion of its meeting on

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02 Feb 2024

Investing globally in uncertain times

From GSFM

There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines

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23 Jan 2024

Pamplona in the bond market as it anticipates aggressive central bank policy rate reductions

From GSFM

Running with the bulls can be exhilarating and, in an investment sense, frequently rewarding. The rally in bond markets from late October into year-end provided that exhilaration and reward for

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19 Jan 2024

Pamplona in the markets and the European Central Bank and Bank of England both on hold

From GSFM

Fed: Pamplona in the markets! As was widely anticipated, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to eschew any adjustment in the policy rate at the

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15 Dec 2023

RBA and September quarter national accounts: historical curiosum or troubling portent?

From GSFM

Wednesday’s September quarter national accounts release did not make for a pleasing read. Growth was slow (probably slower than the Reserve Bank of Australia (RBA) forecast) but inflation remains high,

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08 Dec 2023

GSFM partners with Access Capital Partners to distribute its European Infrastructure and Smaller Buy-outs strategies in Australia

From GSFM

GSFM has partnered with Access Capital Partners (ACP) to distribute its European focused investments. ACP’s European Infrastructure and European Smaller Buy-outs strategies will be available in the Australian market to

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08 Dec 2023

The investment case for global smaller companies

From GSFM

Financial advisers have long understood the benefits of adding an Australian small cap exposure to a client’s diversified portfolio. Those same benefits apply to global small caps – and on

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01 Dec 2023

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Earn CPD Points

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 [...]