Reserve Bank of Australia (RBA) minutes suggest communication back on a more even keel – waiting for wages data but is the wait too long?

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Improved clarity of RBA communications After a period toward the latter part of 2021 when the RBA communication process seemed to descend into the realm of the confusing, the RBA

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18 Feb 2022

Smaller companies, bigger opportunities

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Australia’s smaller companies A company’s market capitalisation – the total number of its shares on issue multiplied by the latest share price – dictates which index (if any) a company

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03 Feb 2022

GSFM on RBA meeting: A little better communication but little action guaranteed

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In the wake of the release of the December quarter CPI, it was clear that the RBA had ‘a lot of wood to chop’. Despite growing evidence to the contrary,

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02 Feb 2022

Global and local market outlook positive but COVID-19 uncertainty remains

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The first half of 2022 will continue to be an uncertain time for markets as the full impact of the Omicron variant makes its mark on the Australian economy –

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27 Jan 2022

Global equities – reflation, duration and salvation

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Reflation In the last quarter of 2021, inflation was definitely the topic du jour; however, inflation is only one third of the reflation story. Reflation is important, because it will

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24 Jan 2022

Reserve Bank of Australia board meeting commentary

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The RBA Board meeting on Tuesday is unlikely to elicit much by way of policy announcements or even changes to the policy roadmap. That will come at the next meeting

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07 Dec 2021

Omicron more a ‘tactical’ than ‘strategic’ consideration

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Powell pivot sees “taper tantrum” or is it “rate rise reflux”? Omicron more a “tactical” than “strategic” consideration at this point. This year the big themes in markets when it

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03 Dec 2021

The investment case for climate

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While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address

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01 Dec 2021

GSFM appoints new product manager

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Multi affiliate fund manager GSFM has appointed Natasja Liddell to the newly created position of product manager, to help meet the growing investor demand for GSFM’s stable of funds and to

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30 Nov 2021

China’s ‘Common Prosperity’ regime – What does it mean for investors?

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This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment

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26 Nov 2021