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Everything from GSFM

GSFM partners with Australian Entertainment Partners to launch new Australian film and television fund

From GSFM

GSFM has partnered with Australian Entertainment Partners to launch the AEP Screen Fund. The Fund will invest in film and television projects made in Australia, and is structured so that

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16 May 2023

US CPI: some slivers of good news but no change in “higher for longer” mantra from the Fed

From GSFM

Wednesday night’s April US consumer price index (CPI) report does contain some slivers of good news, particularly with regard to reduced price pressure in the services sector. However, the overarching

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12 May 2023

The Fed is now “one and done and ECB to raise the policy rate 25 bps

From GSFM

As was widely anticipated the Federal Reserve’s Federal Open Markets Committee (FOMC) chose to increase the policy (federal funds rate) target by 25 bps to an upper limit of 5.25

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05 May 2023

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

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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 [...]