Stephen Miller on the Fed, the RBA and the BoE

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FOMC announces taper Fed Chair “patient” on policy rate increase but will act if necessary. Inflation still “largely” seen as transitory but the FOMC Statement indicates less certainty on that.

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05 Nov 2021

The tide is turning for dividend investors

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The most recent reporting season affirmed how the global COVID-19 pandemic impacted businesses and sectors in different ways and as expected, announcements of dividend payments for the next 12 months

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04 Nov 2021

What does the RBA do when the economic facts change?

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There is a quote that is popularly attributed to John Maynard Keynes that goes “when the facts change, I change my mind. What do you do sir?”. Regardless of whether

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02 Nov 2021

RBA Board maintains settings

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There were no real surprises from the RBA Board meeting today with the Governor’s Statement reaffirming that the Board is sticking with the settings outlined in September. Today’s statement preserves

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06 Oct 2021

The pandemic accelerant part II: Turbo-charging the digital economy

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New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in FinTech and Biotech.

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05 Oct 2021

Bond yields on the rise: implications for multi asset portfolio construction

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Central banks sticking to a benign inflation view. Bond markets are nervous but accepting…for the time being Key central bank chiefs speaking overnight at the ECB virtual Sintra Conference (the

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01 Oct 2021

Lonsec upgrades Tribeca Alpha Plus Fund

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The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Lonsec. This comes after the Fund was also upgraded to ‘Recommended’ by research house Zenith in June 2021. The ‘Recommended’ rating

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30 Sep 2021

Fixed Income in a low rate environment

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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. Diversification is a central tenet

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22 Sep 2021

GSFM appoints key account manager

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GSFM has appointed Joshua Nissenbaum to the position of key account manager. Mr Nissenbaum will be based in Sydney and report to Stephen Fletcher, GSFM’s head of retail distribution. He

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17 Sep 2021

Positive surprise for June quarter GDP; however, no bearing on Tuesday’s RBA Meeting

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Yesterday’s GDP numbers for the June quarter confounded the expectations of economists in registering a reasonably healthy 0.7% increase for the quarter, largely on the back of strength in both private

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03 Sep 2021