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Everything from GSFM

The Fed has the “cleanest dirty shirt” approach to monetary policy

From GSFM

BoE intervention is not sustainable In Kris Kristofferson’s famous ballad Sunday Morning Coming Down (of course, popularised by the late Johnny Cash) the protagonist speaks of one Sunday morning, after a particularly

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30 Sep 2022

US August inflation surprises on the upside and the RBA’s policy rate increment unlikely as domestic inflation remains sticky

From GSFM

US August inflation surprised on the upside. ‘Headline’ inflation came in at 8.3 per cent (versus 8.1 per cent expected) while ‘core’ inflation registered 6.3 per cent (versus 6.1 per

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16 Sep 2022

The disconnect between GDP growth and Asian equities

From GSFM

Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP. This article

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13 Sep 2022

GSFM appoints key account manager for NSW

From GSFM

Fund manager GSFM has appointed Andrew Koolman to the role of key account manager for NSW. He will be based in Sydney and will report to head of retail distribution

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13 Sep 2022

Jackson Hole: summer soporifics to the summertime blues

From GSFM

The tone in financial markets through July and the first half of August suggested that markets were growing increasingly confident that the world’s central banks had the inflation beast (almost)

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26 Aug 2022

Inflation news not good for the RBA as US “headline’ inflation peaks

From GSFM

US ‘headline’ inflation peaks. Will the Fed ease the brakes? In what was somewhat of a surprise, July US inflation surprised on the downside. In headline terms, the US CPI

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12 Aug 2022

A stock-take for dividend seeking investors

From GSFM

A stock-take of Australian equity dividends from an investor’s perspective results in a number of conclusions. Max Cappetta, CEO of GSFM investment partner Redpoint Investment Management shares five key takeouts.

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08 Aug 2022

The inflationary implications of deglobalisation, demographics and decarbonisation

From GSFM

In a reflationary environment, GSFM’s investment partner Epoch expects investors to exhibit an increased focus on capital allocation, as well as quality and sustainable free cash flow. All is explained

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29 Jul 2022

Are markets too sanguine about interest rates and inflation?

From GSFM

FOMC opts for another 75bps increment In a clear signal of its determination to vanquish inflation the US Federal Reserve’s FOMC increased rates by 75bps to 2.50%. Such a move

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29 Jul 2022

Central banks challenged but opportunities emerging for equity investors

From GSFM

While near term market volatility is expected to continue in Australia and overseas, and the risk of recession looms, it is not all doom and gloom, says GSFM and its

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27 Jul 2022

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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 [...]