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Everything from GSFM

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

Where to for US bond yields?

From GSFM

The last few months have been characterised by high levels of volatility in the US bond market. Longer tenor bond yields have risen sharply this year with the 10-year yield

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10 Nov 2023

RBA: a view from the hawk’s nest

From GSFM

At the time of the release of the September quarter consumer price index (CPI), I suggested that an annual increase of 5.2 per cent in the annual trimmed-mean (TM) inflation

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06 Nov 2023

September quarter consumer price index: the RBA to reveal hawk talons

From GSFM

An annual increase of 5.2 per cent in the annual trimmed-mean (TM) inflation rate makes a policy rate rise from the Reserve Bank of Australia (RBA) on Tuesday, 7 November

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26 Oct 2023

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Earn CPD Points

CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]