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Everything from GSFM

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

From GSFM

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”

From GSFM

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

From GSFM

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?

From GSFM

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

From GSFM

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?

From GSFM

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

From GSFM

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

Markets dismiss regulation risks

From GSFM

The US Federal Court decision to dismiss an anti-trust complaint against Facebook this week saw that company catapulted into the $1trillion market cap club (along with Apple, Amazon, Microsoft and

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02 Jul 2021

Zenith upgrades Tribeca Alpha Plus Fund to ‘Recommended’ as funds under management approach $1 billion

From GSFM

The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Zenith, as its funds under management approach the $1 billion mark. The fund, managed by Sydney-based

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02 Jul 2021

Sydney COVID outbreak signals only (very) marginal tweak from the RBA despite strong labour market

From GSFM

Even before the Sydney COVID-19 outbreak the prospect for any major shift in policy from the Reserve Bank of Australia (RBA) was remote. A cautious US Federal Reserve (the Fed)

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25 Jun 2021

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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 [...]