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Everything from GSFM

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

Trend following strategies and crisis alpha

From GSFM

Trend following strategies capture upward and downward trends in traditional markets; this has made such strategies popular alternative investments for financial advisers looking for assets uncorrelated with equities, bonds and

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15 Jun 2021

Market commentary: Markets focussed on May CPI; Fed being given the benefit of the doubt

From GSFM

1. Markets focussed on May CPI. Fed being given the benefit of the doubt but there is doubt! All eyes tonight on the May CPI report. The market expectation is

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11 Jun 2021

Are you experienced? (Apologies to Jimi Hendrix)

From GSFM

While continuing to acknowledge a more positive outlook as far as growth and employment are concerned, the absence of any “lived experience” of price or wage inflation will likely see

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01 Jun 2021

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Earn CPD Points

CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]