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

Powell signals Fed to begin tapering this year; some commentators question Powell’s sanguine inflation view

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Powell signals Fed to begin tapering this year… In a much anticipated speech on Friday, Fed Chair Powell gave his strongest signal yet that the Fed will begin to taper

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31 Aug 2021

Australian wage growth remains subdued underscoring importance of RBA “flexibility”

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The June wage price index fell slightly short of market expectations coming in at annual increase of 1.7% compared with a market consensus forecast of 1.9%. Having said that, the

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20 Aug 2021

From junky to juicy – The case for high-yield bonds

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This article by the economics team at fixed income specialists Payden & Rygel – one of GSFM’s investment partners – takes a deep dive into high yield bonds and examines

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16 Aug 2021

RBA August Board Meeting: Caged doves?

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In somewhat of a surprise decision, the RBA Board today persisted with the July meeting decision to taper bond purchases from September. The Board seemed to place a lot of

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04 Aug 2021

Pockets of opportunity provide good prospects for global bonds and equities

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The COVID-19 pandemic recovery remains non-linear across developed and emerging economies leading to a patchy outlook for bond and equity markets, but pockets of opportunity remain, according to GSFM and

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22 Jul 2021

Lowe speech to Economic Society today following Tuesday RBA Board meeting. Pushing back against market pricing?   

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RBA Governor Lowe spoke yesterday to the Australian Economic Society yesterday on The Labour Market and Monetary Policy. Following in the wake of Tuesday’s RBA decision I expect the Governor

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09 Jul 2021

The S-Curve and the emerging consumer

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Disruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from its global growth investment partner, Munro Partners. Investors need access

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07 Jul 2021