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Everything from GSFM

Is an increase in oil prices inflationary or disinflationary?

From GSFM

The sharp increase in the price of oil in the wake of the Iran conflict has ushered in a plethora of central bank warnings around the inflationary consequences of such

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30 Mar 2026

US CPI and the Fed: the door is ever so slightly ajar…but the Fed won’t walk through in March

From GSFM

The Federal Reserve (Fed) faces a somewhat different decision than the Reserve Bank of Australia (RBA). In the absence of the sharp rise in oil prices, there would be an

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13 Mar 2026

Global dividends key to generating sustainable yield: GSFM

From GSFM

Sticky inflation has seen the real returns from cash based investment sitting in negative territory – prompting many investors to look further afield. And while Australian investors love their income

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10 Mar 2026

CPD: Global growth equities – the investment case

From GSFM

Growth style investing is a strategy focused on capital appreciation. It achieves this by targeting companies that exhibit above-average growth in earnings, revenue or cash flow compared to the broader

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09 Mar 2026

GSFM strengthens executive team with internal appointments to position for further growth

From GSFM

Fund manager GSFM has appointed two senior executives to new roles, in response to a period of rapid growth for the firm as well as increased regulatory requirements. Stuart Osborne

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09 Mar 2026

A “patient” RBA and January CPI: March unlikely but May “live”

From GSFM

For those looking for some mortgage relief, yesterday’s release of the January consumer price index (CPI) didn’t make for pleasant reading. The best thing that might be said about yesterday’s

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27 Feb 2026

No AI jobs apocalypse but Fed rate cuts not dead yet

From GSFM

Last night’s January jobs report appears on the surface to put further Fed policy rate reductions in indefinite abeyance. In the wake of President Trump’s “Liberation Day” announcement back in

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13 Feb 2026

CPD: Navigating bond strategies in a bifurcated global economy

From GSFM

When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing

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09 Feb 2026

A stitch in time for the RBA

From GSFM

As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per

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30 Jan 2026

Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

From GSFM

Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market

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29 Jan 2026

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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 [...]