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Everything from GSFM

The Fed: “hawkish”…sort of…

From GSFM

As was pretty much expected, the Federal Reserve’s Federal Open Market Committee (FOMC) chose to keep the policy (federal funds) rate target unchanged at 3.5 – 3.75 per cent. That

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19 Jun 2026

The RBA: ‘pause and reflect’ despite a particular inflation proclivity, Fed and other central banks

From GSFM

The RBA: ‘pause and reflect’ despite a particular inflation proclivity I had canvassed the possibility that the Reserve Bank of Australia (RBA) might ‘pause and reflect’ at the last RBA

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05 Jun 2026

CPD: Trend following in uncertain times

From GSFM

Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend

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03 Jun 2026

Opportunities in European small caps abound – but the right approach is crucial

From GSFM

A volatile start to 2026 has masked some solid fundamentals in European markets, but the valuation gap that exists between European small caps relative to both history and their large cap peers makes them an attractive

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27 May 2026

GSFM launches CI Global Private Markets Funds in Australia

From GSFM

GSFM, with CI Global Asset Management (CI GAM) as investment manager of the underlying funds, has launched the CI Global Private Markets Growth Fund and CI Global Private Markets Income

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12 May 2026

Are markets ‘complacent’?

From GSFM

The onset of the Iranian crisis has unleashed a litany of dire prognostications surrounding the likely course of the price of financial assets. Yet US equity markets are close to

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08 May 2026

CPD: Why Asia, why now?

From GSFM

The investment playbook has long been anchored by the security of the Australian sharemarket, notably the ASX200. Investors have leaned on the ‘big four’ banks for yield and the mining

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07 May 2026

Adapt your bond strategy to geopolitical risk

From GSFM

In uncertain economic and geopolitical times fixed income investors should look to unconstrained global fixed income strategies to achieve the best returns, according to GSFM CEO Damien McIntyre. US policy

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30 Apr 2026

RBA: a bet each way

From GSFM

Clearly next week’s March consumer price index report will be critical in evaluating the likelihood of a further increase in the policy rate when the RBA’s Monetary Policy Board next

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24 Apr 2026

CPD: AI will (eventually) turbocharge productivity and profits

From GSFM

Ever since ChatGPT’s public release in late-2022, the world has been overwhelmed by headlines about AI’s astonishing progress, with improved models and breathtaking capabilities. Top executives have described AI as

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01 Apr 2026

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CPD: US middle market private credit – the investment case
In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]