GSFM grows its retail distribution capabilities with promotion and new hire

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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

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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

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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

RBA policy rate response: are markets pricing “too much” or “too little”? 

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In what was somewhat of a surprise, the RBA joined a number of other developed country central banks in announcing a 50 bp policy rate increase at the conclusion of

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10 Jun 2022

RBA and the ‘stitch in time saves nine’ approach to monetary policy

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 The outcome of today’s RBA meeting is a difficult one to call. According to the 22 economists polled by Bloomberg, eight expect a 25 bp increase, eleven expect 40 bps

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07 Jun 2022

The Fed and the ECB: A tale of two central banks

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I have described the task facing the Fed and ECB is akin to a circus high wire act: charting a path between getting inflation back toward target without tipping the

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03 Jun 2022

The time is nigh for impact investing

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As the world grasps the reality that our modes of production and consumption threaten our ability to prosper and even exist, the momentum to implement solutions has never before been

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27 May 2022

Federal Open Markets Committee, European Central Bank and Reserve Bank of New Zealand movements

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Federal Open Markets Committee minutes underscore The US Federal Reserve’s aggression Prior to the release overnight of the Fed’s Federal Open Markets Committee (FOMC) meeting minutes there had been some

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27 May 2022

Fed, RBA and BoE face challenges

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Summary Powell comments reinforce Fed’s aggressive stance. Markets roiled. Volatility to continue Wage Price Index Price Index eases pressure on the RBA. Focus switches to today’s April labour force data

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20 May 2022

Central bank conundrum

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Summary US April CPI: Still a high wire act for the US Federal Reserve (the Fed). A higher than expected CPI keeps maximum pressure on the Fed. Real interest rates (including the

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13 May 2022