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Everything from GSFM

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

Is an increase in oil prices inflationary or disinflationary?

From GSFM

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

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30 Mar 2026

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

From GSFM

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

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13 Mar 2026

Global dividends key to generating sustainable yield: GSFM

From GSFM

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

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10 Mar 2026

CPD: Global growth equities – the investment case

From GSFM

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

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09 Mar 2026

GSFM strengthens executive team with internal appointments to position for further growth

From GSFM

Fund manager GSFM has appointed two senior executives to new roles, in response to a period of rapid growth for the firm as well as increased regulatory requirements. Stuart Osborne

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09 Mar 2026

A “patient” RBA and January CPI: March unlikely but May “live”

From GSFM

For those looking for some mortgage relief, yesterday’s release of the January consumer price index (CPI) didn’t make for pleasant reading. The best thing that might be said about yesterday’s

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27 Feb 2026

No AI jobs apocalypse but Fed rate cuts not dead yet

From GSFM

Last night’s January jobs report appears on the surface to put further Fed policy rate reductions in indefinite abeyance. In the wake of President Trump’s “Liberation Day” announcement back in

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13 Feb 2026

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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 [...]