GSFM launches CI Global Private Markets Funds in Australia

From

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

continue reading

Are markets ‘complacent’?

From

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

continue reading

CPD: Why Asia, why now?

From

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

continue reading

Adapt your bond strategy to geopolitical risk

From

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

continue reading

RBA: a bet each way

From

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

continue reading

CPD: AI will (eventually) turbocharge productivity and profits

From

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

continue reading

Is an increase in oil prices inflationary or disinflationary?

From

The sharp increase in the price of oil in the wake of the Iran conflict has ushered in a plethora of central bank warnings around the inflationary consequences of such

continue reading

US CPI and the Fed: the door is ever so slightly ajar…but the Fed won’t walk through in March

From

The Federal Reserve (Fed) faces a somewhat different decision than the Reserve Bank of Australia (RBA). In the absence of the sharp rise in oil prices, there would be an

continue reading

Global dividends key to generating sustainable yield: GSFM

From

Sticky inflation has seen the real returns from cash based investment sitting in negative territory – prompting many investors to look further afield. And while Australian investors love their income

continue reading

CPD: Global growth equities – the investment case

From

Growth style investing is a strategy focused on capital appreciation. It achieves this by targeting companies that exhibit above-average growth in earnings, revenue or cash flow compared to the broader

continue reading