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Everything from GSFM

Toward a fitter future: Reserve Bank of Australia surprises with a 25 basis point policy rate hike

From GSFM

In what was a surprise decision, the Reserve Bank of Australia (RBA) Board meeting on Tuesday decided to increase the policy rate to 3.85 per cent. Following on from last

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04 May 2023

Small caps – the growth engine of an investment portfolio

From GSFM

Despite the fact they often punch above their weight, smaller companies can be overlooked in an investment portfolio. This article from GSFM examines the small cap universe, the investment case

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01 May 2023

RBA “path” gets a little wider

From GSFM

Reserve Bank of Australia (RBA) Governor Philip Lowe and his fellow Board members have had a torrid time of late. In that context, last Wednesday’s March quarter consumer price index

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01 May 2023

RBA Review recommendations a positive step but no guarantee against future policy errors

From GSFM

From a market perspective the main takeout from the review is the establishment of a dual board system: one that makes decisions on monetary policy (setting of the policy rate)

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24 Apr 2023

RBA: Is the narrow path a tightrope?

From GSFM

Much has been made of the RBA Board’s decision at its April meeting to leave the policy rate unchanged at 3.60 per cent. That “pause” confirms the RBA’s status as

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19 Apr 2023

Is the RBA’s narrow path a tightrope, and is the Fed one and done?

From GSFM

The CPI and the Fed: more like one and done rather than none and done Despite a stubborn failure for the data to conform, the bond markets have had a

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14 Apr 2023

The investment case for private credit

From GSFM

Private credit has emerged as a popular alternative asset class for investors seeking to diversify their portfolios and generate attractive risk-adjusted returns. This article from GSFM’s examines this asset class

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13 Apr 2023

Monthly CPI indicator better than expected…but RBA should raise rates again in April

From GSFM

Wednesday’s better than expected monthly consumer price index (CPI) indicator has raised the prospect that the Reserve Bank of Australia (RBA) may “pause” increasing the policy rate when it meets

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31 Mar 2023

US Fed’s FOMC hikes 50bps, maintaining a moderately “hawkish” disposition, and the Bank of England to hit 25bps

From GSFM

In what looks to have been a finely balanced decision, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to increase the policy rate target by 25 basis

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24 Mar 2023

What does 2023 hold for Asian emerging market equities?

From GSFM

Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking – is 2023 the ‘year of the rabbit run’? This article from GSFM’s investment partner Man GLG,

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20 Mar 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 [...]