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Everything from GSFM

The wealth effects of climate change

From GSFM

Addressing a group of financial advisers during a recent webinar, Munro Partners CIO Nick Griffin called climate change the ‘biggest S-curve’ – or greatest investment opportunity – of his lifetime.

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11 Mar 2021

Will current Fed policy lead to inflation?

From GSFM

Various key Fed spokespeople, including Chair Powell, Vice Chair Clarida and FOMC member Brainard, have all appeared to downplay nascent concerns that current Fed policy, combined with fiscal stimulus, may lead to

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26 Feb 2021

Structural and cyclical influences driving focus on rising inflation

From GSFM

The following are some comments from Steve Miller, an adviser at GSFM, on inflation and bond yields. He also looks at the minutes from the Federal Open Market Committee (FOMC)

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19 Feb 2021

The enduring allure and sustainability of dividends

From GSFM

The recent economic downturn caused by the COVID-19 pandemic provides another example of the resiliency of dividends. As in the past, they held up better than earnings, with the most

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09 Feb 2021

Deliver us from COVID but lead us not to inflation

From GSFM

The outlook for global and Australian markets is positive, according to GSFM and its fund manager partners Munro Partners and Tribeca Investment Partners. They say markets are supported by easy

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20 Jan 2021

The Pandemic accelerant – digital age business strategies

From GSFM

The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager

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11 Dec 2020

Three strategies to avoid unintended concentration risk

From GSFM

The Australian sharemarket is structurally prone to concentration risk and many Australian investors display a home bias in their investment portfolios. In this article, GSFM outlines the issues with concentration

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03 Dec 2020

RBA eschews further monetary stimulus – where to now?

From GSFM

Not surprisingly at yesterday’s Board meeting the RBA eschewed the application of any further monetary stimulus following the announcement of a comprehensive array of measures in November. However, it reiterated

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02 Dec 2020

Global small caps – now is the time

From GSFM

Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has

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24 Nov 2020

US equity markets are close enough to historic highs. Are things really that good?

From GSFM

Equity markets appear to have convinced themselves that a Biden Presidency with a Democratic House and a Republican Senate is a ‘goldilocks’ scenario. Certainly, encouraging news on the vaccine front

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20 Nov 2020

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CPD: Trust – the unseen foundation of ethical financial advice
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