Article list

Everything from GSFM

Monetary policy, wages and Australian economic “exceptionalism”

From GSFM

One has to feel a little bit of sympathy for RBA Governor Philip Lowe. Some straightforward and economically incontestable commentary regarding wage growth and inflation and the desirability of linking

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28 Nov 2022

Fed FOMC minutes: smaller steps to a higher peak; Fed and markets aligne

From GSFM

Wednesday night’s release of the Federal Reserve’s (Fed) FOMC meeting minutes indicate that the Fed and financial markets are close to alignment on their expectations for peak policy rate of

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25 Nov 2022

A tale of two central banks and Australian labour force data expected to show continued tight labour market conditions

From GSFM

A tale of two central banks The Federal Reserve (Fed) Last week’s release of the US October consumer price index (CPI) and this week’s release of the US October producer

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18 Nov 2022

GSFM appoints Michael Angwin to Sydney-based distribution team

From GSFM

Fund manager GSFM has appointed Michael Angwin to the newly created role of consultant and wholesale distribution, effective 31 October. He will report to head of retail distribution Stephen Fletcher.

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09 Nov 2022

Long/short investing – a strategy for all seasons

From GSFM

Investors and advisers alike are most familiar with ‘long-only’ investing. Short selling is often perceived negatively and attributed to day traders. However, as outlined in this article from GSFM, a

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08 Nov 2022

Outsize September quarter CPI poses some ‘awkward optics’ for the RBA

From GSFM

As has occurred throughout the developed country complex, Australia’s September quarter consumer price index (CPI) surprised on the upside. The Reserve Bank of Australia (RBA) minutes from the October meeting note that

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31 Oct 2022

RBA judgement that policy rate increments are “finely balanced” and UK records a double digit 40 year-high in inflation

From GSFM

Tuesday’s release of Reserve Bank of Australia (RBA) meeting minutes from the October meeting note that the decision between moving the policy rate by 25 basis points versus 50 basis

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21 Oct 2022

There’s a bear (market) in there

From GSFM

Bear markets are an unfortunate reality of investing and a necessary part of the market cycle. In this article, GSFM shares the views of its investment partner Munro Partners on

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19 Oct 2022

US bond yields still pondering the three-pronged fork and NAB Monthly Business Survey points to upside risk in RBA inflation forecast

From GSFM

Not unexpectedly, and resilience in the labour market notwithstanding, US activity data appears to be responding to Fed policy rate hikes and the recent hawkish tack from Fed officials. Market

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14 Oct 2022

RBA increases 25 basis points: certainly defensible but risks “awkward optics”

From GSFM

A little surprisingly in my view the Reserve Bank of Australia (RBA) Board meeting today decided on a downshift in the size of the policy increment from 50 basis points

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07 Oct 2022

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Earn CPD Points

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