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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

RBA minutes, Bullock commentary and bond markets waiting for policy rate cuts like waiting for Godot

From GSFM

RBA minutes, Bullock commentary: a December policy rate hike looks unlikely. Governor’s communication well framed Yesterday’s Reserve Bank of Australia (RBA) Board meeting minutes from the 7 November Board meeting

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24 Nov 2023

US October consumer price index: risk of policy rate hike recedes…but are markets getting ahead of themselves in pricing multiple easing’s?

From GSFM

A slightly better than expected core consumer price index (CPI) inflation result for October suggests that the Fed tightening cycle is likely in abeyance – probably indefinitely. The Federal Reserve (Fed)

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16 Nov 2023

To hedge or not to hedge

From GSFM

There are lots of great reasons to invest in global equities. However, many investors don’t realise they may be investing in two asset classes – equities and currency. This article

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13 Nov 2023

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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 [...]