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Everything from GSFM

Australian CPI: RBA to hike in May and June

From GSFM

The March quarter consumer price index (CPI) presents the Reserve Bank of Australia (RBA) Board with a clear and present challenge when it meets next Tuesday. To recap, the six-month

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02 May 2022

A round-the-world wrap up on rising rates and inflation

From GSFM

RBNZ raises the policy rate for the fourth time this cycle by 50 bps to 1.50 per cent. Bank of Canada also hikes 50 bps Proving itself one again as

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19 Apr 2022

Fixed Income in a rising rate environment

From GSFM

Fixed income investments have long been central to a diversified portfolio. This article from GSFM explores the role of fixed income in the current environment, one in which inflation and

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11 Apr 2022

RBA: Run out of “patience”?

From GSFM

The RBA Governor’s Statement on Tuesday appeared to indicate that the RBA Board has learnt from the difficulties facing the Fed and ECB. “Patience” is no longer prudent. Both the

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07 Apr 2022

Weekly wrap from Stephen Miller: Inflation

From GSFM

German CPI inflation highest since unification Provisional March CPI inflation figures for Germany highlight the challenges facing the European Central Bank (ECB) ahead of the broader Euro area CPI release

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01 Apr 2022

New aggressive stance from the Fed and implications of today’s labour force data release

From GSFM

Federal Open Market Committee (FOMC) increases the policy rate by 25bps – Fed ‘dot plot’ now better aligned with aggressive market expectations. Quantitative tightening (QT) to be announced at a

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18 Mar 2022

Inflation – what (almost) everyone gets wrong

From GSFM

As the inflation debate continues, the economics team at fixed income specialists Payden & Rygel – one of GSFM’s investment partners – weighs in on what they think (almost) everyone

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08 Mar 2022

Russia/Ukraine, Fed Chair Powell to “proceed carefully”

From GSFM

Clearly Russia/Ukraine tensions remain an intense focus for both central bankers and markets. Markets have had to contend with wild swings in investor sentiment between euphoria (witness the turnaround in

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04 Mar 2022

RBA March board meeting: Nothing to see here

From GSFM

The RBA meets tomorrow with no real prospect of any policy change. Recent communication suggests that the RBA would be ‘patient’ in withdrawing any policy stimulus. If anything, recent wage

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01 Mar 2022

WPI gives the RBA some breathing space

From GSFM

The December quarter wage price index (WPI) was pretty much on Reserve Bank of Australia (RBA) and market expectations, with the private sector WPI coming in at 0.7 per cent

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25 Feb 2022

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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 [...]