Article list

Everything from GSFM

Deglobalisation and its impact on world markets (Part one)

From GSFM

Deglobalisation will have broad impacts on supply chains, company earnings and markets. All is explained in this article from GSFM’s investment partner Epoch Investment Partners. Globalisation’s golden age began around

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23 Jan 2023

Wages growth to challenge the “Australian exceptionalism” narrative and FOMC meets next week

From GSFM

Reserve Bank of Australia (RBA) raises 25 basis points as expected. Wages growth to challenge the “Australian exceptionalism” narrative. Upside risk to market pricing of the RBA policy rate. As

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09 Dec 2022

Trend following strategies in an inflationary environment

From GSFM

Trend following strategies capture upward and downward trends in traditional markets, which has made such strategies popular alternative investments for financial advisers looking to diversify client portfolios. This article from

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01 Dec 2022

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

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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 [...]