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Everything from GSFM

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

GSFM grows its retail distribution capabilities with promotion and new hire

From GSFM

GSFM has promoted Steven Taylor to national distribution manager, based in Brisbane. He was previously Queensland State Manager. Mr Taylor has been with GSFM since 2013 and will continue to

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12 Jul 2022

The challenges for global growth equities

From GSFM

Global markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As global economies faced a myriad of difficulties over the past

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29 Jun 2022

FOMC reinforces the aggressive message, increases the policy rate by 75bps

From GSFM

Aggressive 75bp increase in the policy rate; Aggression reinforced through ‘dot plot’ In a clear signal of its determination to vanquish inflation the Federal Reserve’s FOMC increased rates by 75bps

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17 Jun 2022

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CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
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Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]